Social distancing has become the new normal for everyone during the COVID-19 crisis. However, just because we’re maintaining physical distances from our friends, family and strangers on the street, doesn’t mean we should distance ourselves from talking about things that matter, such as our finances. We’re living in a time of economic crisis. It’s never been more important to review your finances and learn about the options available to improve your situation and achieve your goals.
Where do you start? With the amount of personal finance information readily available at our fingertips, it can be difficult knowing what is relevant, what to believe and whom to trust. When you conduct your own research, there are a number of things to keep in mind:
- Credibility. Check the author and their source of information to ensure the information is reputable.
- Timeliness. When was the content written? Outdated information can harm your decision making
- Relevance. Don’t try to read all the information available. A lot of it won’t apply to you and could be a frustrating waste of your time.
But what you really need is a financial planning expert who can guide you through these difficult times and prepare you for future crises that may arise. When you talk to a CFP® professional, they start with you. They start with who you are, what’s important to you and what you are trying to achieve. This helps them identify what strategies and information are of value to you and your financial wellbeing.
Uncertain times call for certain advice.
What is a CFP® PROFESSIONAL?
A CERTIFIED FINANCIAL PLANNER® professional is internationally recognised for the highest education and ethical standards in financial planning. If you need help through uncertain times, ask a CFP® professional for financial advice. Want to find out more about what a CFP professional can do for you? Find out more here.
Connect with a CFP® professional
Finding a financial planner who you’re comfortable with is important. Match My Planner is a free tool that will help you connect with a CERTIFIED FINANCIAL PLANNER® professional who will listen, understand and help you reach your goals.
To learn more on how to improve your financial wellbeing, access free information at the FPA’s content hub, Money & Life.