Not everyone needs a financial adviser or planner, but there have been a couple of times during my financial journey when a guide would’ve been nice. So when do you need a financial adviser necessary? I wasn’t sure, so I asked one.
“Everyone is different, so I can’t say yes or no to everyone having a financial planner,” says Matthew Watt, financial consultant at Heymont & Company in Los Angeles. “I would like to think everyone should want a financial planner, but that’s naive and biased of me. I provide value for people who are too busy to manage things on their own or need a second opinion.”
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