Excuses People Use to NOT Meet With a Financial Planner

The reasons you have for NOT meeting with a financial planner are probably reasons why you actually should. Here’s a collection of reasons we’ve actually heard:

1. My wife and I don’t have time to meet

2. I need to sell my house first

3. I don’t have any money to invest

4. I just started my business, so all my money’s tied up

5. We’re getting ready to sell our house or buy a new one

6. I don’t need to meet yet, but maybe in a few years

7. I’m about to retire. I’ll call you after I do.

8. I’m about to sell my business

9. We need to make a budget first

10. We just owe a lot of money

11. My kids are getting ready to go to college

12. “Maybe next month”

13. I’m a private person

14. Our finances are a mess

15. We’re getting married, let’s wait until the dust settles

16. All my money is in my 401(k)

18. I do all my planning on my own

17. Our finances are in great shape, we don’t need you.

The reality is that for all the reasons why you don’t want to meet with a financial planner, there are at least as many reasons why you should. Life events are places where money moves and where your financial picture is likely to change, so don’t let them keep you from getting a professional outside opinion. The right advice can really help you make the most out of your money and your life.

If we either convinced you or made you feel a tiny bit defensive, click below to schedule a meeting with any of our advisors. As always, we’re here to help.