Am I Ready for a Financial Planner?
Am I Ready for a Financial Planner?
An honest self-assessment for anyone who's been thinking about working with a financial planner but hasn't pulled the trigger.
● An 18-point checklist across financial foundation, investing, taxes, and life planning —with a clear scoring guide
● What good financial planners actually do, how they're compensated, and why it matters whose interests are aligned with yours
● The specific life events that signal now is the right time versus when it can wait