A financial planner is like a fitness coach for your finances.
Many people, especially millennials, misunderstand the benefits of working with a financial planner. The first mistake is thinking that you need to be wealthy to work with a financial planner. That may have been true in the past, but not anymore. There’s a revolution in the financial planning profession being led by millennial advisors who are focused on helping their peers achieve wealth rather than wait until you’re wealthy.