Certified Financial Planner Board of Standards Inc.

04/27/2026 | Press release | Archived content

What Is Financial Planning

Financial planning is the process of managing your money around clear goals, and data show why having a coordinated approach matters: 52% of Americans say they've suffered a financial setback because of bad information. According to CFP Board's Financial Planning Longitudinal Study, 94% of households working with CFP® professionals felt confident about reaching their goals and 83% had emergency savings.

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Intuit Blog Team April 27, 2026
Certified Financial Planner Board of Standards Inc. published this content on April 27, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 21, 2026 at 17:56 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 If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]