There is no question we live in an age of information sharing. I mean, anytime you go onto a social media platform or even google a topic, you can find multiple people sharing intimate information about cures for embarrassing illnesses, upsetting stories about weekend happenings and/or humiliating scenes that happened during their errands.
But there still remains one area that people refuse to talk about. Even children remain clueless as to how their parents are fairing in this area. The area I refer to is MONEY.
We don’t tell or ask each other how much we earn or what we owe. We take the “personal” in “personal finance” seriously. It’s one of the few things that we all care about, but very few of us feel comfortable talking about.
It’s private.
A study by FP Canada revealed that when people sit down and talk with a Certified Financial Planner (CFP), and are able to divulge all their financial history, secrets and wishes, those people are more likely to feel financially and emotionally secure. The study goes on to suggest that those who do have a financial plan, feel that their financial goals are on track, their saving ability increases, and they have confidence in being able to handle the inevitable bumps in life.
But how do you know you can trust your “money guy?”
Did you know there is a governing body of CFPs? The Financial Planning Standards Council, (FPSC) is an organization set out to ensure your “money guy” is someone you can trust. The standards they ensure include having internationally recognized standards of knowledge, skills and abilities and that all CFPs are accountable for and abide by a code of ethics. These ethics state that all CFPs must act professionally and put their client’s before all others.
FP Canada ensures that all with CFP certification have gone through an extensive education program, passed rigorous national exams and had a minimum of three years’ qualifying work experience. Further to the program and to remain certified, CFP people are required to take a minimum of 30 continuous education credits each year.
Do you want to feel confident financially and emotionally? Is it time you shared with a money professional? You can set up a time to speak with MJH Financial at https://calendly.com/mjhfinancial/15-minute-introductory-meeting.
At this meeting, you will get a sense of who you are potentially going to be working with/learning from. If you are in, great! We will let you know what the next steps are. If you are out, that’s fine too! We will even offer some of our colleague’s information to help you find the right money guy for you.
What do you have to lose?