2/22/24

When To Hire a Financial Planner

TRANSCRIPT:

Hi, Greg Vojtanek of Fade In Financial. So when do you need a Financial Planner? I’m a little biased. I think everybody could use financial planning. But regardless of your income level; regardless of your net worth; you could use financial planning.

Here’s one story I want to share from a current client of mine. He met with me to become a client and he said, “I’m meeting with you now, finally, because my agent said ‘okay it’s time for you to get your sh*t together.’”

So that’s my advice. I think you know when that time is. I can’t tell you when that time is. I do happen to believe that you will benefit from it. It will be an incredible part of your life that can help you achieve your goals. But you will know, when you think in your head, “okay, it’s time for me to get my sh*t together.” When you think that, give me a call. I hope this helps. Thanks.

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