CFP

Thoughts on becoming a CFP

Mar 16, 2012
I am a mother of five, wife to one and hold a job as a sales and marketing executive. At this time, I see it necessary to switch to a position that allows me to work more from home, without too much travel, and to build a business that I can grow into my golden years. I have started taking classes to become a Certified Financial Planner. I really want to do this, but I'm concerned my vision for being a CFP might not be viable. I would like to be fee-only and help middle-income people make sound decisions for their financial future. I have spoken with another CFP, and he has told me the focus for the industry is on high-net-worth people, which is not a path that I wish to pursue. Any advice or thoughts is most appreciated. Sarah, Rock Hall, MD
Posted In: Financial planner, CFP, Entrepreneurship, entrepreneurship female women business startup venture angel capital employment