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Still weighing the pros and cons of hiring a professional financial advisor? The Plante Moran Wealth Management team highlights 5 reasons to consider hiring a professional financial advisor. Read here. #wealthmanagement #financialadvisor #financialplanning https://bit.ly/3xTwJ43
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“By definition, we can’t see our own blind spots.” Financial planning, done properly, showcases what’s possible and also illuminates potential pitfalls. Throughout the process, you should be getting asked questions that stop to make you think. About your assumptions. About your future. About your priorities. At a certain point, your finances may become too complex and too time-consuming, which is where professional guidance can be especially valuable.
I’m a financial planner, yet my wife & I just hired our own financial planner. Here’s why… 👉 We wanted to get her more involved in our day-to-day financial decisions. Although I play the role as the main financial person in our marriage, we both felt like having an objective third party facilitate conversations & key decisions would be healthier for our marriage and be more empowering to her. 👉 By definition, we can’t see our own blind spots. One of the most valuable roles of a financial planner is to help you identify blind spots, ask questions you may not be thinking about and help challenge your decisions & assumptions to ensure your financial decisions are best aligned with your values & priorities. 👉 It’s not the best use of my time. I’ve noticed that our own financial planning work always comes last – usually late in the day when our energy is low. I want the role of guiding our family’s financial planning to be someone else’s job and main professional priority. 👉 Our life is getting more complex, in a good way. We want an objective thinking partner who knows us, our values, our story, etc. and is able to help us navigate the various life transitions that are ahead of us. We’re not hiring someone to just teach us the technical financial planning skills (although I’m sure I have more to learn!), we’re hiring someone to help us best align our money with our life and be a thinking partner, accountability partner & coach alongside us. (Enjoy the Antarctica picture – posting to get more views to encourage more people to hire a financial planner 😊)
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Still weighing the pros and cons of hiring a professional financial advisor? The Plante Moran Wealth Management team highlights 5 reasons to consider hiring a professional financial advisor. Read here. #wealthmanagement #financialadvisor #financialplanning https://bit.ly/4czHnvQ
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Still weighing the pros and cons of hiring a professional financial advisor? The Plante Moran Wealth Management team highlights 5 reasons to consider hiring a professional financial advisor. Read here. #wealthmanagement #financialadvisor #financialplanning https://bit.ly/3zDG9Bq
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Still weighing the pros and cons of hiring a professional financial advisor? The Plante Moran Wealth Management team highlights 5 reasons to consider hiring a professional financial advisor. Read here. #wealthmanagement #financialadvisor #financialplanning https://bit.ly/45ZjHif
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Still weighing the pros and cons of hiring a professional financial advisor? The Plante Moran Wealth Management team highlights 5 reasons to consider hiring a professional financial advisor. Read here. #wealthmanagement #financialadvisor #financialplanning https://bit.ly/3RZBIHi
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Financial Planner Jobs in the United States 2024 Explore Financial Planner Jobs in the United States Roles, Skills, and Career Paths Discover the world of financial planner jobs...
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Still weighing the pros and cons of hiring a professional financial advisor? The Plante Moran Wealth Management team highlights 5 reasons to consider hiring a professional financial advisor. Read here. #wealthmanagement #financialadvisor #financialplanning https://bit.ly/45XEVwG
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I’m a financial planner, yet my wife & I just hired our own financial planner. Here’s why… 👉 We wanted to get her more involved in our day-to-day financial decisions. Although I play the role as the main financial person in our marriage, we both felt like having an objective third party facilitate conversations & key decisions would be healthier for our marriage and be more empowering to her. 👉 By definition, we can’t see our own blind spots. One of the most valuable roles of a financial planner is to help you identify blind spots, ask questions you may not be thinking about and help challenge your decisions & assumptions to ensure your financial decisions are best aligned with your values & priorities. 👉 It’s not the best use of my time. I’ve noticed that our own financial planning work always comes last – usually late in the day when our energy is low. I want the role of guiding our family’s financial planning to be someone else’s job and main professional priority. 👉 Our life is getting more complex, in a good way. We want an objective thinking partner who knows us, our values, our story, etc. and is able to help us navigate the various life transitions that are ahead of us. We’re not hiring someone to just teach us the technical financial planning skills (although I’m sure I have more to learn!), we’re hiring someone to help us best align our money with our life and be a thinking partner, accountability partner & coach alongside us. (Enjoy the Antarctica picture – posting to get more views to encourage more people to hire a financial planner 😊)
To view or add a comment, sign in
-
Still weighing the pros and cons of hiring a professional financial advisor? The Plante Moran Wealth Management team highlights 5 reasons to consider hiring a professional financial advisor. Read here. #wealthmanagement #financialadvisor #financialplanning https://bit.ly/3RWS0AE
To view or add a comment, sign in
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3wI am in África but i am interested. Please see my video in portuguese about my making financial planning: Please, see me doing financial planning in this template made by myself: https://youtu.be/afLnOjvxZuc?si=YkcvMunKFNrJ8VBz