Who should use a financial planner?

While WealthStep is a powerful tool to help you achieve financial independence through Aim>Save>Invest planning, it may be appropriate for some people to hire a Certified Financial Planner for a one-time project or on-going advice. For example, a human financial planner can be helpful if your situation is more complex than an on-line tool can address, or if you need help discussing and thinking through your goals, or other special circumstances.

To help understand what financial planning is, what questions to ask a financial planner, and how to identify a planner without conflicts of interests, WealthStep compiled a downloadable guide called “How to find the right financial advice fit“.