What is a CFP® Coach?
Trust only a CFP® Coach
Why Choose a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional?
A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional is your trusted partner in achieving long-term financial well-being. CFP® professionals provide expert guidance through life's transitions, particularly during challenging times like widowhood. Their comprehensive expertise helps you make informed decisions that align with your goals and secure your family's financial future.
What is the Gold Standard for Financial Planning?
The CERTIFIED FINANCIAL PLANNER™ (CFP®) designation represents the gold standard in financial planning. Governed by the CFP Board, this credential requires extensive education, experience, and ethical commitment. CFP® professionals must pass a comprehensive exam and maintain ongoing education to uphold the highest standards in financial planning. Choosing a CFP® professional means partnering with an expert who has proven their dedication to excellence in guiding your financial journey.
Is a CFP® Professional Also a Fiduciary?
Yes, CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals are fiduciaries, bound by the CFP Board's Code of Ethics to act in your best interest. This commitment is especially crucial for those navigating complex financial decisions or vulnerable situations. As fiduciaries, CFP® professionals must provide transparent advice that prioritizes your financial well-being and personal goals above all else, ensuring you receive ethical, unbiased guidance throughout your financial journey.
Why do CFP® Professionals Volunteer with Wings for Widows?
CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals volunteer with Wings for Widows to make a meaningful impact through their specialized expertise. Many have experience guiding clients through widowhood, making them uniquely qualified to support our mission of promoting financial wellness for widows and widowers. Their commitment to pro bono service, combined with our focus on providing expert guidance during life's most challenging transitions, ensures clients receive the highest quality financial advice while working toward a secure future.