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When to Hire a Financial Planner: How Guidance Boosts Returns, Reduces Risk, and Protects You

By Amar Shah November 26, 2025 Advisorpedia

Hiring a financial planner can meaningfully improve overall financial preparedness and help individuals better coordinate all aspects of their finances. CFP Board’s 2025 Financial Planning Longitudinal Study finds that people who work with a CFP® professional are more likely to have a detailed retirement plan, maintain adequate emergency savings and have their investment strategy regularly reviewed.

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Advisorpedia
Amar Shah
November 26, 2025