University of California, Riverside

Human Resources



Financial Planning


financial planning

Financial planning is the process of meeting your life goals through proper management of your finances.

Why is Financial Planning Important?

  • Plan for success: Planning your financial future is one of the most important things you can do in life. Every successful aspect of your life requires planning, whether it is planning your next week or a yearlong home improvement project.
  • Plan to meet your life’s goals: When you have a strategy and a financial plan, it’s easier to make financial decisions and stay on track to meet your goals.
  • Plan for financial security: Personal financial planning helps secure the future for you and your loved ones. Creating a financial plan helps you see the big picture and set long- and short-term life goals, a crucial step in mapping out your financial future.

When is Financial Planning Essential?

  • When you set a goal to reach: You may want to buy that first house, get married, travel the world, or retire early. Where will money for life’s events and opportunities come from if you do not plan ahead?
  • When you want to manage your assets: If you are fortunate enough to have accumulated some assets it is important to have a plan in place to protect them and help them continue to grow.
  • Now: Whether you are young, middle aged, or ready to retire, there is never a better time than now to have a financial plan.

Choosing a Financial Planner

A Certified Financial Planner (CFP) can help you navigate the process of meeting your life goals through proper management of your finances. CFP’s have taken the extra steps to demonstrate their professionalism by voluntarily submitting to the rigorous certification process that includes demanding education, examination, experience, and ethical requirements.

If you are seeking professional help from a planner who can provide objective advice, consider a CFP who is compensated on a “fee basis” only. You should interview and evaluate several CFPs to find one that’s right for you. Select a competent, qualified professional with whom you feel comfortable and whose business style suits your needs.

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University of California, Riverside
900 University Ave.
Riverside, CA 92521
Tel: (951) 827-1012

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Human Resources
1201 University Ave., Suite 208
Riverside, CA 92507

Tel: (951) 827-5588
Fax: (951) 827-2672

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