Go it Alone? Or, Get Advice?

We live in DIY world for everything from home repairs to financial planning. However, when it comes to your finances and planning your future, is DIY the wisest choice? Sure, you can search the Internet and find a few investment or retirement calculators and even articles on saving, investing and the ever-present “Top” list of actions to take, but is that information relevant to your personal situation? How do you know if what you found fits into your financial life or was written for someone else’s specific situation? What if you make a move only to learn later that your decision cannot be undone without disastrous consequences? 

Hiring a Certified Financial Planner™ can help you reap more than just an increase in investments. Financial planners can help you save for a special goal, for retirement, or your child’s education. Financial planners can also tell you if you are not saving enough (or saving too much) for these goals. Financial planners help with major life changes such as marriage, divorce and the birth of a child. For example, why on earth should you try to navigate the complexities of long-term care or assisted living on your own? What about dealing with a windfall, or needing to pull equity out of your home? Have you considered your overall estate plan? The help, guidance and advice of a financial planner is well worth it and can help you tie all these random aspects of your financial life together. When you do have a major life change or follow-up question, a call to your planner can be a lot more comforting than going it alone and could save you from making a costly mistake. Even if you are on the right path, a call to your financial planner for some peace of mind and sound advice is well worth their fee.  To learn more about the profession, visit http://www.letsmakeaplan.org/.

As an independent CERTIFIED FINANCIAL PLANNER™, I can help you make those difficult financial decisions and you don't have to go it alone. Contact me and let’s get started. #talktometuesday #getstarted #HowIcanHelpYou #GetHelp #Hireaplanner