Article
A Financial Planner Is Important Now
Originally published in U.S. News & World Report
After a pandemic rattles the economy, professional advice can be crucial for investors. In “A Financial Planning Is Important Now,” published in U.S. News and World Report, CFP Board’s CEO Kevin R. Keller, CAE explains why it is imperative to seek the advice of a financial planning professional.
While it is important to look for a financial planner that will help you navigate COVID-19, also look for financial planners that are focused on holistic financial plans. The creation of a holistic financial plan will take your financial goals and milestones into consideration, creating a long-term road map that looks beyond the coronavirus.
- READ THE FULL ARTICLE GO TO U.S. NEWS & WORLD REPORT
About the Author: Kevin Keller, CAE is Chief Executive Officer of CFP Board. CFP Board’s mission is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning