Most people do not understand how to manage their finances in a way that can bring them long-term success, and that's okay — as long as they know when to ask for help
, I've seen both good and bad financial situations. Clients come to me for a variety of reasons, but I can't read their minds and I certainly don't want to make any assumptions. Rather than guessing, I always ask new clients one question at the start of our meeting: What brings you here?
Going through a big life event? Use SmartAsset's free tool to connect with a financial planner who can help » . Rather than waiting until you're in the midst of a financial crisis, here's when to make an appointment with a financial planner:You were recently divorced or widowed and are wondering how to manage your money as a newly single personYou're nearing retirement and want to make sure you're on the right trackSome of these situations can be taken care of with a onetime consultation. You have some questions and need a professional opinion on how to handle a specific life event.
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