Tag Archives: financial planning

The (Big) value of a Comprehensive Financial Plan

The slides that follow are from the Financial Planning Standards Council (Canada) of which I’ve been a proud member since 1999. The slides summarize a 3 year longitudinal study the FPSC developed to measure the impact a financial plan has on Canadians’ emotional and financial well-being and the impact of working with a CFP professional.

The impact of both are significant

Take a look and move forward with a financial plan