When should I see a financial planner?

You should see a financial planner at any age and it is never too early if you want to make the most of what you have and put plans in place to help you achieve your goals and protect your financial future.  A ‘good’ financial planner will focus on achieving your goals and providing answers to your questions.    A ‘good’ financial planner’s advice will improve your financial position and will tell you how they have achieved that.  What they charge should be based on the complexity, scope, services, and the value they will create for you; not the value of your investment assets.   When you see a financial planner, you should try to find a ‘good’ financial planner.

Photo by John Schnobrich on Unsplash

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