When should I see a financial planner?

You should see a financial planner 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 should not be telling you to come back when you have more assets; that is a portfolio manager who will charge you an asset based fee and their value will be based on your investment returns.  A ‘good’ financial planner will focus on achieving your goals.  What they charge should be based on the complexity, scope, number of meetings, and the value they will create for you.

Photo by John Schnobrich on Unsplash

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