hire an advisor

TFP #054: When Should You Hire A Financial Planner?

Read Time: 4 minutes

Welcome to the 54th edition of the Tech Financial Planning (TFP) newsletter.

When should you hire a financial planner?

This was the title of a recent Ben Carlson blog.

It’s a question I get asked a fair amount, especially since we work with a predominantly younger group of clients (at least compared to the wealth management industry at large). 

Ben lists 7 of the biggest (but certainly not only) reasons you should hire a financial advisor.

I really liked his list so I decided to put a spin on it with 5 reasons people have hired us (and again, certainly not the only reasons).

Here they are.