Personal Finance Financial Advisor vs. Accountant: Do You Need a CFP or a CPA?August 29, 20250 Financial advisors and accountants both help people manage their money and reach their financial goals. But certified financial planners (CFPs)…
Investment I’m a CFP. Clients struggle to talk about these 4 money anxietiesJuly 8, 20250 As a Certified Financial Planner It’s common for clients to have trouble discussing their money concerns with me. Here are…
Investment What is a certified financial planner (CFP)?January 26, 20250 A Certified Financial Planner (CFP) is a professional who helps individuals and families manage their finances effectively to achieve their…
