When Should You Turn To A Financial Adviser For Help?

by Michele Lerner / / Feb 6th 2014


Everyone makes financial decisions on a daily basis — dozens of ordinary small choices involving relatively small amounts of money.
But then there are the bigger situations, the ones that make you think about hiring a financial adviser: a windfall that you don’t know how to handle, or reaching a milestone birthday that makes you realize it’s time to get more serious about your money management.

How do you know when it’s really time to get professional advice, or whether the next move is something you can handle on your own with a little effort? We asked those in the field to weigh in.

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