Objective information about retirement, financial planning and investments


Why Financial Planning is Important-An Illustration


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) 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.

Why Financial Planning Is Important

From Visually.

Approaching retirement and want another opinion on where you stand? Need help getting on track? Check out my Financial Review/Second Opinion for Individuals service for more detailed advice about your situation.

NEW SERVICE – Financial Coaching. Check out this new service to see if its right for you. Financial coaching focuses on providing education and mentoring in two areas: the financial transition to retirement and small business financial coaching.

FINANCIAL WRITING. Check out my freelance financial writing services including my ghostwriting services for financial advisors.

Please contact me with any thoughts or suggestions about anything you’ve read here at The Chicago Financial Planner. Don’t miss any future posts, please subscribe via email. Check out our resources page for links to some other great sites and some outstanding products that you might find useful.

Don't miss another post, subscribe via email

If you enjoyed this article, please enter your email address to receive the latest updates about financial planning, investments, and retirement plans.


  1. 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.


  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 […]

Speak Your Mind


This site uses Akismet to reduce spam. Learn how your comment data is processed.