Certified Financial Planner Board of Standards Inc.
03/19/2026 | Press release | Archived content
Finances Are Straining Relationships, CFP Board Says Advisors Are Stepping in to Help
Most Americans feel comfortable discussing money with at least one person, but CFP Board's report Financial FOMO: A Survey About Money and Relationships finds they often hide financial struggles from those closest to them, creating avoidable strain. Wealth managers play a key role in helping clients navigate these conversations, with advisers noting that thoughtful questions and attention to clients' cues can reveal underlying issues and keep financial goals on track.
The Daily UpsideGriffin Kelly March 19, 2026
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