Why You Should Hire a Firm with a CFP® Professional
Blog post
06/26/25When it comes to your health, most people understand the value of having a primary care doctor. This is someone who keeps tabs on your wellness, helps you stay on track, and is available when something goes wrong.
But when it comes to your financial life, many people don’t think the same way. They often don’t have a go-to person they can call when something changes, a decision feels overwhelming, or they just need to know they’re on the right path. That’s where a CERTIFIED FINANCIAL PLANNER™ (CFP®) comes into play.
1. A CFP® Is Your Long-Term Financial Partner
Just like a doctor looks at your whole health history, a CFP® looks at your entire financial picture, including income, investments, taxes, insurance, estate planning, and more. We’re trained to connect the dots and help your money work together in a way that supports your life. We’re not just there once a year. We are your first call when something changes, whether it’s a job offer, a major life event, or a new goal.
2. Fiduciary
Every CFP® professional is held to the highest standard in the industry. As fiduciaries, we are required by law to always act in your best interest. That level of responsibility and care should be a non-negotiable when choosing who to trust with your money.
3. What do you have to do to become a CFP® professional?
To become a CFP® professional, an advisor must meet requirements known as the “Four E’s”: Education, Exam, Experience, and Ethics. This includes completing approved coursework in key areas of financial planning, passing a six-hour exam, gaining relevant work experience, and agreeing to adhere to the CFP Board’s strict code of ethics and standards. It’s a designation that represents both technical expertise and a commitment to prioritize clients’ interests.
4. Benefits of a Financial Plan
One of the benefits of working with a CFP® professional is our ability to build a comprehensive financial plan by following the CFP Board’s trusted 7-step planning process. A financial plan does more than track income and expenses; it helps you clarify goals, reduce financial risk, and build confidence that your future is on track. It serves as a personalized roadmap, guiding decisions around saving, investing, retirement, and taxes. With access to advanced tools and software, we can run “what if” scenarios, such as retiring early or buying a second home, and evaluate their impact on your situation in real-time. As life changes, we monitor and adjust it, so it stays aligned with your goals. Read another one of THOR’s blogs discussing the true value of a financial plan: https://www.thorwealthmanagement.com/value-of-a-financial-plan/
You wouldn’t trust your health to just anyone. The same should go for your financial life. Working with a firm that includes CFP® professionals ensures that your financial plan is built with knowledge and by people who are trained to see the big picture and committed to doing what’s right for you.
If you have questions and would like to talk with us further, please call us at 513-271-6777. For more THOR reading, click here to go to the Blogs and Market Updates section on our website. Follow us on social media: