Organize: We’re all guilty of “knowing” where everything is but not piecing it together
A big way planners can help out is by helping you simply organize your entire financial life. From insurance, taxes, investments, expenses, real estate, etc, having a planner can bring all of the pieces together in a way that’s easy to understand.
Control: Would validating your current path help give you comfort in your plan?
People like knowing that what they’re doing is the right thing to do. Like your boss telling you that you’re doing a great job or where you need to focus your energy, a planner can do the same thing for your financial situation. Knowing you have what you need, how to do it, and where you need to start and end can provide you the peace of mind that you may be missing.
Delegate: We got it under “control” and my investments are doing pretty well
A planner’s job is to become your personal CFO. From running your investments to helping you make better decisions, to answering questions about mortgages or the inevitable “can we” or “should we” do this, a planner can give you the unbiased advice you need to execute the best plan possible.