Remove Budgeting Remove Certified Financial Planner Remove CFP
article thumbnail

Celebrating 20 Years with Allison: A Legacy of Leadership, Empathy, and Empowerment 

Financial Symmetry

Engaging Storyteller and Podcast Contributor Allison also shares her knowledge through writing and podcast appearances, offering perspectives that blend financial insight with a relatable, often humorous touch.

article thumbnail

Managing Money Stress in Turbulent Times

Your Richest Life

You Need a Budget and Monarch Money are a couple that I recommend. Come Up with a Flexible Action Plan for Your Money Stress Another benefit of having financial clarity is that it allows you to make a plan. By knowing where you might be overspending or not saving enough, you can come up with a budget or spending plan to change that.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Accelerate Your Career With the CFP® Fast Track Course

International College of Financial Planning

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. What Is the CFP® Fast Track Course? Why Choose the CFP® Fast Track?

CFP 52
article thumbnail

Five Ways to Combat Money Stress

Your Richest Life

There are many paths to financial success, and you have to find your own. If you do want guidance on getting there, try enlisting a Certified Financial Planner Professional who will help you create a plan catered to your needs and goals. . Set yourself up for success. Let go when you need to. About Your Richest Life.

article thumbnail

The State of the Financial Services Industry

The Irrelevant Investor

The TL:DR is that the company behind the CFP certification, a designation that ought to signal trust and competence to consumers, has let some people with a checkered history use their letters. For example, the Journal uncovered that more than 60 Certified Financial Planners filed for bankruptcy within the past decade.

article thumbnail

The 15 Best Financial Podcasts For Women

Clever Girl Finance

She tackles common financial advice head-on and offers her own proven systems to help people get ahead financially. If you want to explore alternative philosophies to common advice on topics such as budgeting , you’ll want to check out Afford Anything. She’s spent over two decades reporting on financial matters.

article thumbnail

Top Compliance Challenges Financial Advisors Face

BlueMind

It is a constant expense that digs steadily into the budget and can be further exacerbated by cyber attacks. Dealing with clients that fail to fully disclose their personal information that may have implications on financial decisions could lead you down a rabbit hole of compliance issues.