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Quiz | January 2010

Do You Need a Financial Planner? - Quiz

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Good leaders know when to delegate, and when to seek expert opinions. So as the leader of your personal finances, you shouldn't be afraid to consult a financial planner--when appropriate.

Here are ten scenarios to help you determine when it makes sense to hire a professional to provide investment and financial advice. Planners typically charge a flat fee of $100 to $500 an hour for their advice. If they also manage your money, they’ll typically charge you a percentage of assets, around 1% to 2%, less for larger accounts. Take our quiz to learn the right times to seek support along your financial journey. Good luck!