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Can you do your own Financial Planning?
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Some personal finance software packages, magazines or self-help books can help you do your own financial planning.
However, you may decide to seek help from a professional financial planner if:

  • You don't understand certain areas of your finances. For example, a planner can help you evaluate the level of risk in your investment portfolio or adjust your retirement plan due to changing family circumstances.
  • You want to get a professional opinion about the financial plan you developed for yourself.
  • You don't feel you have the time to spare to do your own financial planning.
  • You have an immediate need or unexpected life event such as a birth, inheritance or major illness.
  • You feel that a professional adviser could help you improve on how you are currently managing your finances.
  • You know that you need to improve your current financial situation but don't know where to start.

What You Should Know About Financial Planning- Copyright© 1998-2006-Certified Financial Planner Board of Standards, Inc. All rights reserved. Used with permission.

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