- Are you unclear about how your current investments are performing?
- Do you and your spouse differ over how to handle your money?
- Are you confused about the vast array of investment options?
- Do you feel you pay too much in taxes?
- Are you uncertain if you have the right kinds and amounts of insurance?
- Have you delayed creating an estate plan?
- Are you worried about not having enough money to retire?
If you answered ‘yes’ to any of the following questions, there’s a good chance you should consider financial planning.
Now, how do you know where to start? Do you go at it alone or do you see a professional? The Financial Planning Association lists the following circumstances when it is in your best interest to see a professional financial planner:
- You have little or no experience with finances
- You don’t have the inclination
- You want an outside perspective
- You have a complex financial situation
- You don’t have the time
Whether you choose to partner with a financial planner or go at it alone, the steps of financial planning are the same. If you’d like assistance from a professional, see if one of our Certified Financial Planner™ Professionals can help you.