TITLE

Comprehensive Planning Means Confident Planning

PUB. DATE
December 2008
SOURCE
Journal of Financial Planning;Dec2008, Vol. 21 Issue 12, p10
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article reports on comprehensive planning with financial planners and presents data from a consumer survey by the Financial Planning Association (FPA). The FPA surveyed consumers with $50,000 annual income or investable assets regarding financial planning and found that those who engaged in comprehensive planning are more confident about their finances than those who do not work with a financial planner or do so inconsistently.
ACCESSION #
35665200

 

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