Can You Get By Without a Financial Planner?

Here’s what to ask yourself to find out whether you are prepared to go it alone.

(Image credit: portishead1)

You’ve probably wondered if you should work with a financial planner. As a financial planner myself, it’s not surprising that I gravitate toward an emphatic “Yes!” Below, however, I lead you through a few important considerations that can help you confidently make this decision for yourself.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Meg Bartelt, MSFP, CFP®
President, Flow Financial Planning, LLC

Meg Bartelt, CFP®, MSFP, is the president of Flow Financial Planning, LLC, a fee-only virtual firm that provides financial guidance to women in tech. She is a member of the XY Planning Network.