You Need A Financial Advisor

In this day and age, almost everyone needs a financial advisor on their side. Whether they go by the title of financial planner, wealth manager, or investment advisor, they all have the same goal: to help you plan and save your money.

Perhaps you're thinking... "Tracy, I don't have the kind of money to need a financial adviser." This is a common misconception. Almost everyone can benefit from the services of a financial planner. And finding one who meets your needs is easier than you may think.

Planning for your financial future is even MORE important if you're getting divorced. There will be big financial changes, and you want to be ready.

What Financial Advisors Do

A financial advisor will help you create a personalized financial road map for your goals. Everyone has financial goals, whether you are currently living paycheck to paycheck or have a nest egg you want to tend. You may be finding it difficult to decide what to prioritize with your money.

Life is dynamic, and your financial situation may change over time. Whether you're getting married, having children, or experiencing a career shift, a financial advisor can adapt your financial plan to accommodate these changes. Working with someone on your financial planning on an ongoing basis will ensure that your financial strategy stays aligned with your evolving life and goals.

A financial planner can also help you with planning for retirement as well as unexpected life changes and emergencies. A professional in wealth management is NOT just for the wealthy or those with complex financial situations.

Regardless of your income, the guidance of a financial advisor can make a big difference in your financial success.

Setting Financial Goals

One of the first things you will do with a financial advisor is talk about your money goals. These often include:

• Start saving - break out of the paycheck to paycheck cycle
• Plan for retirement - understand you options and when you may be able to retire
• Evaluate risk - learn about investments and risk, and decide what level of risk is right for you in light of your circumstances and savings goals
• Set goals - confidently make short and long-term financial goals that you can meet

Finding an Advisor You Trust

Are you ready to take the plunge and get help with your financial planning?

You know how important this is, but one Google search has you overwhelmed. The best way to find a financial advisor is through a referral from a trusted source.

I have partnered with Money Pickle and their amazing team of financial advisors to help find you someone you can trust and work with for years to come. Money Pickle offers you a completely free video meeting with an advisor. Check out an advisor, see how your personality matches with theirs, and understand how they can help you achieve your financial goals. Click here to learn more and schedule your free meeting with one of their advisors. There is no obligation other than to have the meeting and see where it goes!