• Edmonton Financial Planner

Hiring a Financial Planner VS Doing It Yourself

You have financial goals – everyone does. Everyone wants to have enough money to live comfortably and follow their dreams. No matter what those dreams might be, you need a plan to achieve them. You can either do your financial planning yourself or partner with a professional. DIY is always a good option to consider, but working with a professional financial planner can offer some great benefits that are hard to overlook, including those below.


Expert Advice


Unless you are a professional financial planner, there are probably many things you don’t know about investing and building wealth. And truthfully, there’s no reason for you to have to know those things – that’s a professional financial planner’s job. You have the expertise necessary for your job. That’s why working with a financial planner is a good idea: they are experts in their field.

Saves You Time


Of course, you can always take the time to research financial planning and investments. There is nothing wrong with that. Chances are, though, that you have other things you’d like to do with any spare time you do have. Working with a financial planner allows you to spend your time on other tasks instead of on research, trial and error, and monitoring.

Reduce Errors


When it comes to financial planning, there is always the chance that you could lose money – no matter who is in charge of your investments. That is part of investing money – it comes with risk. However, you can minimize that risk by working with a professional.


Financial planners have experience with different investment types and how to read the market. They can typically reduce your risk along with any money you might normally lose through trial and error.

Simplify Adjustments


Imagine that you’ve finally got your financial plan underway and producing some pretty great results. You put in the time to learn what you needed and are satisfied – everything is going as it should.


Suddenly, life throws you a curveball. Maybe you just found out that an unplanned baby is on the way. Maybe your mother or father needs at-home medical care. Or perhaps you’ve been recruited to work at a new company, but you have to move.


Regardless of the reason, you now need to adjust the financial plan you have already spent a ton of time working out. While it’s always possible to do it on your own, it can be much easier to contact your financial planner and let them help you through it.

Working with a financial planner can save you a great deal of time, energy, and frustration headaches as well as prevent you from making unnecessary mistakes. To learn more about how a financial planner can help you, contact me today and we’ll get to work on your future.


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