“National Financial Planning Month is an opportunity to recognize how thoughtful, comprehensive planning can help people feel more confident about their financial futures. CFP® professionals are making that difference every day by helping individuals and families clarify their goals, prepare for the unexpected and make informed decisions through every stage of life.
“CFP Board’s Trust. Confidence. Impact: 2025 Financial Planning Longitudinal Study shows the real-world impact of that guidance. Among households advised by CFP® professionals, 94% feel confident in their ability to achieve their financial goals, 83% have emergency savings covering three months of expenses and 61% have a will in place — significantly higher results than those reported by households working with other advisors or managing finances on their own.”
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● “October Is National Financial Planning Month — See How CFP® Professionals Are Making a Difference,” CFP Board, 10/7/26:
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