When Should I Reach Out to a Financial Planner
When is the appropriate time to work with a financial planner? You don’t need to be nearing retirement or have X amount of assets. The answer is; it’s never too early to start working with a financial planner.
There are many triggers that can lead someone to pursue financial advice. For workers nearing retirement, the obvious trigger is the transition from working to retirement.
For Gen X’ers and Millennials, the trigger might be getting your finances in order to create a strategy that aligns with the goals you want to accomplish.
Maybe you have a desire to retire at a specific age or save X amount for a child’s education. What steps need to be taken today for that to be accomplished? Maybe you inherited some money and want advice on how to invest it.
Working with a financial planner can contribute confidence and success to one’s financial picture. An international HSBC study, The Future of Retirement, showed those with financial plans accumulated nearly 250% more retirement savings than those without one. In addition, nearly 44% of those who have a financial plan in place save more money each year for retirement.
Whether you have a complex financial situation, or just want to get ahead of the curve, a financial planner can provide the necessary assistance no matter what stage you’re at in life. We’d be happy to help you get started. Book a meeting with us.