When do you need a financial planner?

Back to learn

When do you need a financial planner?

Rounding it up

  • Financial planners help clients look at and prepare for their long-term financial future.

  • People who understand and have time to manage their own finances do not need a financial planner.

  • However, if you’re preparing for a raise, an inheritance, a divorces, retirement, taxes, or another major financial decision, consider getting some professional advice.

  • If you decide not to proceed with a financial planner, make sure to do your own research. For example, the Canadian government offers free financial planning resources and tools.

6 min read

Cedric Jackson
#financial planner#finances#financial advisor#saving

Cedric Jackson

Cedric Jackson is a crypto writer, sharing his experience to educate and inform people about Bitcoin, cryptocurrency, and blockchain technology, aiming to provide a global perspective on the events shaping the development of the new crypto economy.

Recent Articles

Bank of Canada raises interest rates

How fast does your credit score go up in Canada?

Will personal loans impact my credit score?

Can I get a personal loan with bad credit?

What kind of loans can I get in Canada?

Should I split my money between banks?

Related articles

What are the best ways to finance car purchases?

5 mins

Ben Bejster

Buying a car is a big deal. Learn about your financing options to make sure that you are getting the most out of your purchase.

What are the best ways to finance car purchases?

5 mins

Ben Bejster

Buying a car is a big deal. Learn about your financing options to make sure that you are getting the most out of your purchase.

#financing

#budgeting

#saving

logo.koho

Company

AboutCareersCultureGamerLearnPartnersTravelStatus

Connect

The KOHO Mastercard® Prepaid card is issued by KOHO Financial Inc. pursuant to license by Mastercard International Incorporated. Mastercard and the circles design are registered trademarks of Mastercard International Incorporated.

By using this website, you accept our Terms and Conditions. Follow these links for more information on our Privacy Policy, Accessibility Policy and Multi-Year Accessibility Plan. © 2022 KOHO Financial Inc.