When should you get a financial planner?

Thumbtack Editors

The decision of when to get a financial planner is entirely up to you. For example, it might make sense for you to hire a planner if you need help saving money for a specific goal (college tuition, buying a house, etc.), or if you’re about to experience a major life event (retirement, starting a family, etc.).  

Maybe you'll want to hire a financial advisor or planner if you want to learn more about a particular topic, like investing or estate planning. Or, perhaps you already have financial knowledge, but you want an expert’s opinion on your financial plan. 

When in doubt, reach out to financial planners near you. Ask about their services and prices to determine if hiring one is the right move for you.

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