Do I Need An Advisor?
Deciding on the need for an advisor often comes down to a few things. First, have you set a good financial foundation so that you are beyond the “just getting by stage” and have a stable debt and cashflow position. Second, how complex is your situation, and would an advisor be able to help fast-track your success by helping you manage the day to day decisions that sometimes seem small but can have substantial impacts on your long-term success. And lastly, are you someone that is comfortable working with a partner, or would you feel more comfortable as a do-it-yourselfer and managing these decisions independently.