While it’s hard as a longtime Royals fan to relinquish the hard-fought World Series crown; we are thrilled for the Chicago Cubs! Most especially for Ben Zobrist (ex-Royal) who had the game-winning hit and was named the MVP. What a proud moment for him, his young family, and the city of Chicago.
Some are already calling last night’s game the best World Series Game 7 ever, but did you happen to notice the “DJ” commercial that aired throughout the game? Did you sit and wonder, ‘Is my financial planner truly “certified” to manage my assets and give me comprehensive advice?’ The ad that played is part of a nationwide effort to inform the public about the difference between a CERTIFIED FINANCIAL PROFESSIONAL (CFP®) and the rest of the “financial planners” in the world.
Most people think all financial planners are “certified,” but this isn’t true. Just about anyone (even a nightclub DJ) can use the title “financial planner.” Only those who have fulfilled the 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 several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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 with a CFP® professional, you’re receiving the highest standard of financial planning service.
John P. Chladek, MBA, CFP® is the President of Chladek Wealth Management, LLC, a fee-only financial advisor with a fresh approach to financial planning and investment management. Committed to busy professionals and entrepreneurs in Kansas City. For more information, visit https://www.chladekwealth.com.