Navigating big financial decisions can be intimidating—indeed, for some people, even creating and sticking to a budget can be overwhelming. As you think about your financial future and create a plan that’s designed to support your financial interests, working with a financial planner can be helpful. In some cases, you may be interested in getting one-time advice rather than working with a financial planner on an ongoing basis. Here’s what you should know—
Depending on your financial situation, you may be looking for one-time financial advice rather than ongoing consultation. For example, you may be seeking one-time advice if:
If you’re only seeking financial advice once, it’s likely that the financial advisor with whom you meet will charge an hourly fee. The session could also be charged on a flat-fee basis. If you decide to work with someone for a longer period of time, chances are this fee structure will change. Make sure you ask the financial professional before you get started.
If you have financial questions and need to make decisions that will have large repercussions and consequences, then working with a financial professional is strongly recommended. In fact, working with a financial planner can even be beneficial when the immediate costs are lower stakes—for example, a financial professional can help you to create a budget.
Even better than one-time advice, though, is ongoing financial advice. If you hire a financial planner or investment advisor, this financial professional can help you to manage your finances and your investment portfolio for years or even decades. The objective of a financial professional is to help you pursue your financial goals.
At Harvest Wealth Partners our financial professionals offer a range of services. Whether you are looking for ongoing consultation or need one-time financial advice, we are here to support you. Reach out to us today by phone or online to get started.
Harvest Wealth Partners is committed to helping our clients work towards a successful future. We believe in your potential to understand the financial options that can lead you to your goals. Call us today to partner with our team. We look forward to continuing our mission for years to come.
You can submit your questions by filling out the following form.