From the course: Personal Finance Tips Weekly

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Do you need a financial advisor?

Do you need a financial advisor?

From the course: Personal Finance Tips Weekly

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Do you need a financial advisor?

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- While many of us yearn for a trusted expert to help guide our financial lives, how do we determine what kind of help we need and when? Answer these three questions to figure out if you should hire a financial advisor. First, are you willing to put in the time and effort necessary to manage your own finances? Financial planning isn't necessarily as complicated as some people would have you believe. Any normal person with basic curiosity and diligence can manage their own money as long as they're prepared to put time and effort into it. But working with a professional can streamline the process and that's valuable to many. Second, are you going through a life transition when you need financial direction and support? Perhaps you've inherited some money or considering a career change or getting married and starting a family. During these inflection points, it can be helpful to get information and formulate a new plan. Working with an advisor doesn't have to mean hiring them to manage…

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