Live your today, plan your tomorrow: World Financial Planning Day 8th October

At Carbon, we often say that financial planning is about more than just numbers. It’s about helping people write the life story they want to live. And on World Financial Planning Day, we join a global community of over 230,000 Certified Financial Planner™ professionals to celebrate the power of financial planning to transform lives.

This year’s theme, “Live your today. Plan your tomorrow,” resonates deeply with our approach. It’s a reminder that financial planning isn’t just about preparing for retirement or managing investments; it’s about creating clarity, confidence, and freedom in every chapter of your life.

Why financial planning matters

Research commissioned by the Financial Planning Standards Board (FPSB) shows that people who work with a financial planner experience:

• Greater financial confidence - feeling secure and capable of achieving personal goals.
• Improved life satisfaction - better health, stronger relationships, and a deeper sense of purpose.
• Resilience in uncertain times - the ability to navigate life’s twists and turns with clarity and control.

At Carbon, we see this every day. Whether it’s helping a business owner prepare for a successful exit, guiding a family through inheritance planning, or supporting someone through a life transition, our role is to listen, understand, and build a plan that reflects your values and aspirations.

Your life story, your financial plan

We begin with a blank page. What do you want the rest of your life to look like? What memories do you want to create? Think family, holidays, homes, experiences, and adventures.

Once we understand the life you'd like to lead, we help you build a financial plan that shows you how to get there. And as your story evolves, we’re here to guide you through the changes, always staying true to your narrative and purpose.

A global celebration of financial empowerment

World Financial Planning Day is part of IOSCO’s World Investor Week, running from 6-12 October. It’s a time when financial professionals around the world unite to raise awareness of the value of financial planning and the importance of working with trusted advisers who put clients first.

At Carbon, we’re proud to be part of this movement. We believe that everyone deserves the opportunity to live with financial confidence and freedom, and we’re here to help you write that story. If you’d like to learn more, contact us today: enquiries@carbonfinancial.co.uk

Important Note: This article is provided for information purposes only and should not be regarded as financial advice. Decisions should not be made based on this material without first consulting a qualified financial planner who understands your personal circumstances. Information is based on sources believed to be reliable, but accuracy cannot be guaranteed. This content is directed primarily at UK residents.