Do I need a financial planner?

One of the most frequent questions financial planners receive is “Do I need a financial planner?” The answer is a resounding “YES”. “What do I need a financial planner for?” is likely a better question to ask. To answer that question, we need to first explore what is...

What is Financial Planning?

Financial planning is a dynamic process in which you examine your current situation and set objectives to help achieve your financial goals. For most people, financial objectives include providing financial security, offsetting the effects of inflations, and having...