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The Top 5 Reasons You Should Work with a Financial Planner

Elaine King Fuentes, CFP®

Whether young or not-so-young, we all have had dreams of what we might want to do if we had no financial concerns. But, did you know that only 8 percent of us achieve our financial dreams?

You can increase that probability with a financial plan. When we ask a diverse group of people what a financial plan is, they often have many ideas. A plan for their bills to fit their budget. A way to grow their money and reduce their debt. A method to protect their loved ones. A target to purposefully direct their money to their goals.

A financial plan should cover that and so much more. To get started, I have identified three ways you can get to your dreams. The first one is to do it alone if you happen to be a financial wiz and super disciplined. The second way is to ask a financially knowledgeable friend for help and wait for their availability. And the final way is to hire a financial planner and take advantage of their experience and training in building financial plans.

As a CERTIFIED FINANCIAL PLANNER™ professional who has worked with thousands of families in the past 20 years, I want to share the top 5 reasons you should work with a financial planner.

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