Do you need a human financial planner, or is WealthStep enough?

By
3 years ago

WealthStep is a powerful Aim>Save>Invest planning tool. However, all online tools have their limitations, and some people may be best served by also working with a qualified, conflict-free professional financial planner. For example, it may not be best to use only WealthStep if you have a complex financial situation. Or, some people prefer to use WealthStep for basic planning and scenario testing, but only feel comfortable making big and/or complex decisions with the help of a human expert.

For those that may want to explore professional financial advice, WealthStep created a guide called “How to find the right financial advice fit.” This guide will help you understand what financial planning is, what type of provider might be best for you, what questions to ask, and how to find a qualified financial planner. Click here to get the guide.

Or, see if you qualify for WealthStep Direct or full Wealth Management services.

This article is for informational and educational purposes. Any hyperlinks to third party websites are not endorsements and outside content is believed to be reliable but has not been independently verified. Consult an objective financial advisor for guidance as appropriate.