Objective information about financial planning, investments, and retirement plans

Why Financial Planning is Important-An Illustration

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Over the years I’ve written several posts on this blog about the importance of personal financial planning.  Now courtesy of NAPFA (National Association of Personal Financial Advisors, the largest organization of fee-only financial advisors in the country and a group to which I proudly belong) I can show you.  The infographic below does a great job of diagramming the need for financial planning and how the financial planning process works.  The statistics are sobering and illustrate the need for many Americans to seek the help of a qualified financial planner.


 

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Comments

  1. Suzanne says:

    Roger, infographics are a great way of illustrating left brain information in a right brain manner. Looking at the infographic it is really frightening to “see” the condition we are really in and how much we need financial planning. (This is a record – I’ve commented on your blog twice in one day).

    • Roger Wohlner says:

      I’m flattered Suzanne. This was an info graphic from NAPFA and it really lays things out well. Some of the stats are really scary.

  2. Financial planning help your short and long-term financial goals and create a balanced plan to meet those goals. the role of financial planning in helps achieve financial goals. this infographics is a great way to find financial planning process.

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  1. [...] Wohlner @ The Chicago Financial Planner writes Why Financial Planning is Important-An Illustration – Over the years I’ve written several posts on this blog about the importance of financial [...]

  2. [...] financial plan should serve as the foundation for your investing activities.  A financial plan is like having a road map for a car trip.  With a map you’ll know where you are going, you’ll [...]

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