Do You Need a Financial Planner

What is Financial Planning?
          The Process & ability of ascertaining an individual's short and long-term goals, & managing their assets accordingly.

Why do people avoid financial planner?
     a. They think their assets are too small for planner.
     b. They do not want to relinquish control.
     c. Planner's are received as sellers of the products they want to push.
     d. They belief that a financial advisor may take advantage of them.

Why seek out a financial planner?
          A standard & poor survey found that nearly 76% adults don't understand and even basic financial concepts. This is why, It is important for an expert to guide them in their investment journey.

A Good planner pay off:
          a. A high correlation was found between planning for the future and overall contentment.

          b. 74% female and 77% male respondents sue a financial advisor and have a positive sense of well being.

So, Pick a planner who will:
          a. Put in due diligence for your goals.
          b. Customize your investment to your needs.
          c. Collaborate and not just sell.