You might be thinking to yourself, ‘Am I the sort of person who needs a financial planner?’
Some people think that financial planners are only for people with tons of money to invest. Sure, we work with many people who fall into the category of ‘high net worth’, but we also work with people who are building their nest eggs.
The best way to know if you need a financial planner is to ask yourself a few basic questions. If you answer ‘yes’ to one or more of these – you’re an excellent candidate for financial planning.
- Want to retire in style?
- Have a dream, but no plan for how to finance it? (i.e. taking a year off to travel; buying a vacation home, going back to school)
- Is a major life event happening? (ex. marriage, birth of a child, lay-off, inheritance)
- Ever find yourself worrying about your financial future?
- Get a nervous feeling in your stomach when news stories appear about market fluctuations?
- Are you avoiding financial planning because you think it’s too time-consuming, costly or difficult?
- Tired of dealing with banks and brokerage houses who don’t know you?
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