For financial planner Michael Zmistowski, getting Florida Governor Ron DeSantis to recognize October as Financial Planning Month is only a beginning.
Zmistowski, a co-founding director of FPA of Florida, said the resolution is so positive and uplifting because it’s not self-serving advocacy, but an effort to improve financial literacy and recognize how financial planning can help improve the lives of Floridians. The resolution will also help increase the awareness of financial planning as a course of study at colleges and universities, he said.
He added other FPA chapters have expressed interest in pursuing similar resolutions in their own states to increase awareness of financial planning.
“The resolution validates the benefit of building a financial plan with a financial planning professional that understands, upholds, and endorses the principles of a sound financial planning process,” said FPA of Florida Council President Veronica Jolliff, CFP, in a press release.
The resolution also helps dispel a common myth that only the wealthy can access or afford a financial planning professional, and uncovers opportunities where all individuals and families — no matter their net worth and even before they have assets to invest — can begin to build a plan to manage their financial goals and attain their dreams, the release adds.
