There’s a common misconception that you need to be “rich” to work with a financial advisor. Many people wait until they’ve accumulated significant wealth before seeking guidance, but the truth is, a good plan can be most impactful when you start early.
You don’t need a massive portfolio to benefit from financial planning. You just need goals.
Consider working with an advisor if you’re experiencing a major life event or asking yourself these questions:
- How can we get our household spending organized?
- Are we saving enough for a down payment on a house?
- How do we balance saving for retirement with paying for our kids’ college?
- I’m a small business owner—how do I separate my personal and business finances?
Financial planning is about creating a roadmap for your life, no matter your current income level. A good plan built today is the foundation for the wealth you hope to build tomorrow.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.