This presentation highlights the importance of financial planning and addresses the key question for you and those you serve, “but how do I get started?”
In today’s world, where influencers on Tiktok and Instagram are often considered a source of information it’s more important than ever to get financial advice from a trusted professional. While it’s true that most financial professionals can also be found on social media, it’s impossible to provide in-depth advice to fit everyone’s lifestyle in a short dance video. After all, everyone is on their own financial journey with unique goals and lifestyles. 
So how do we bridge the gap between Certified Financial Planners (CFP) who want to help and those who would benefit from talking to them the most? 
Whether someone meets with one of our volunteer CFPs or finds one on their own, we want to encourage everyone to take the first step to a better financial life.

Learning Objectives

1. Understand the importance of a financial plan 
2. Explain the practice and relevance of financial goal setting 
3. Learn and be able to share the first steps of looking at one's finances