Financial planners can help people at all income levels, not just the wealthy
By
Rachel DePompa
Toasted to a respectable shade. No regrets, no crumbs left.
Summary
This article from InvestigateTV debunks the myth that financial planners are only for the wealthy. It explains that certified financial planners can help anyone organize their finances, especially during major life changes. Karla Salinas, vice president of financial planning at BOK Financial, emphasizes that the need for a planner depends on life complexity and milestones rather than net worth. The article also covers when to hire a planner, typical costs, and how to find certified professionals.
Key quotes
· 3 pulledYou don't have to be rich to get real financial advice.
Are your finances getting more complicated? Do I understand my financial picture today?
If you're starting to ask yourself, where do I want to be in...
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