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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.