"73% of people rank their finances as the most significant source of stress in their life."

-2021 Capital One CreditWise survey

​

It is undeniable that the rise of uncertain economy times,  frequent legislation change, proliferation of new financial products, lack of formal financial education and lack of time make it very difficult for a lot of people to manage their finances effectively for achieving financial security and financial independence. 

​

People are also getting tired with products pushing practice and inappropriate advices by many transaction-oriented financial intermediaries that's seemingly not helping their finances progressing anywhere. 

​

More and more people are starting recognizing the benefits of financial planning that can help to put them in control of their own financial future. With a solid financial plan in place, it’s easier for them to make right financial decisions, set appropriate long- and short-term goals, and make sure they are on track to achieve those goals with their limited resources. A financial plan also helps them respond to life and market changes better while avoiding major setbacks to their finance.

​

"54% percent of people with financial plan felt "very confident" they would reach their financial goals, compared with only 18% of people who are without a financial plan."

- Charles Schwab

​

In the recent research by Financial Planning Standards Board, it shows that financial planners will see a significant rise in demand for their services over the next few years.