There is no simple answer. Each person is unique and each situation is different. However, if you spend a few minutes looking over the following list of questions, you should have a pretty good idea if you should consider using a financial planner.
Take this short quiz and find out if a Financial Planner is right for you.
- Would you like to be more in control of your financial life?
- Yes
- No
- Do you feel your financial situation is challenging and that you could use more sophisticated financial advice and financial services?
- Yes
- No
- Are you frustrated by all the conflicting financial advice you hear?
- Yes
- No
- Are you tired of spending your leisure time looking after your finances?
- Yes
- No
- Do you feel that you should be able to save more money than you do, considering the level of income you earn?
- Yes
- No
- Do you think you could be doing better with your investments?
- Yes
- No
- Are you concerned that you might be paying too much in taxes?
- Yes
- No
- Would you like help to deal with your estate or retirement planning?
- Yes
- No
- Do you let important financial decisions slide because you just don’t seem to get around to them?
- Yes
- No
- Are you concerned that your wealth is not growing quickly enough?
- Yes
- No
Are you trying to accumulate money toward a specific goal, such as retirement or child’s education or a new home? If you have answered yes to one or more of the questions above you should consider the assistance of a Financial Planner. Contact us today for a confidential discussion.