Do you need a financial planner?
When do you need a financial planner?
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A friend asked this question-- "When would I need a financial planner?" and I thought is was worth exploring with you.
If you wake up with a toothache or a painful, maybe contagious rash, you know you need to call a doctor. But is your need for financial advice that clear and dramatic? Probably not.
Let's consider the five top reasons you may need a financial planner and then
let's look at what financial planning can do for you.
A financial planner can help if you are in one of these five situations. They happen to all start with the letter "U". Your situation is 1) Unusual 2) Unexpected 3) Ugly 4) Unruly
5) Uncharted