Certified Financial Planner Board of Standards Inc.
01/09/2026 | Press release | Archived content
How to Use Comprehensive Financial Planning to Achieve Your Goals
Comprehensive financial planning takes a holistic, 360-degree view of your finances, so all elements work together to achieve your goals. When choosing an advisor, look for a fiduciary with credentials like CFP® certification, signaling the expertise to manage risk, tax efficiency and life changes over time.
WSJ BuySideMolly Grace January 9, 2026
Certified Financial Planner Board of Standards Inc. published this content on January 09, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on January 14, 2026 at 20:09 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]