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Entrusting Your Financial Health to a CFP®

Entrusting Your Financial Health to a CFP®

November 05, 2018

You wouldn’t trust your health to someone who isn’t an MD, so why would you trust your financial future to someone who isn’t a CFP®?

The designation Medical Doctor assures you that person is qualified to diagnose, treat you, and help keep you well. The designation CERTIFIED FINANCIAL PLANNER™ gives you the same assurance that you’re dealing with someone who is qualified to analyze your financial situation and advise you on how to keep it healthy into the future.

Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP® Board's rigorous requirements can call themselves a CFP® professional.

CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.

Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. With the CFP® professionals of One Financial Services, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.

Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that the One Financial Services CFP® professional you’re working with is committed to providing the highest standard of financial planning.

Whether you're starting a family, building a business, looking to make the most of life now, or planning for retirement, the CFP® professionals at One Financial Services can help keep your finances in the best of health.