5 Signs You Need A Financial Planner

Feb 3

Managing your finances can be overwhelming, but recognizing when to seek help is a key step towards financial success. Here are five signs that you might need the guidance of a professional financial planner:

1. You Recently Got Married

Merging finances is a major decision. A financial planner helps you navigate taxes, cash flow, and benefits, ensuring your goals align with your new life together.

2. You Own a Business

Whether you’re an entrepreneur or just starting, a planner helps prioritize goals, manage cash flow, and plan for retirement.

3. You Want to Make a Big Purchase

Whether it’s buying a home or another large investment, a financial planner helps you assess the impact on your budget, cash flow, and long-term goals.

4. You’re Changing Careers

Career transitions come with income and benefit changes. A planner helps you optimize your new financial landscape and ensures nothing is left behind.

5. Your Family is Growing

A new baby means updating your estate plan, building an emergency fund, and adjusting your budget. A planner makes sure your family is financially protected.

Don’t hesitate to ask for help—working with a financial planner can help you avoid mistakes and achieve your financial goals faster.

Christopher Swan, CFP®, MBA

In 2010, I started my career in financial services.

Making phone calls for independent advisors in Austin, TX, I quickly found myself drawn to the work.

By 2014, I was a licensed financial advisor, learning the ropes at firms like Edward Jones, Merrill Lynch, and Charles Schwab.

Over the years, I helped people at every stage of life:

Those just starting out.

Those at the end of their journey, focused on legacy.

And everyone in between.

Through it all, I prayed.

Prayed for God to guide me toward the most purposeful work I could do.

Eventually, it became clear—

My biggest impact would be helping people transition into retirement.

By creating secure, reliable plans, I could help people:

Feel confident.

Transition comfortably.

And focus on what matters most: faith, family, fitness, fun, and fulfillment.

That’s why I founded Retire With Swan.

We don’t just focus on numbers.

We focus on people.

To make the retirement transition easier, faster, and more transformational,

I crafted the Swan Song System and GRACE Framework.

These systems simplify the complexities of retirement planning.

They help you clarify your goals, protect your income, and build a roadmap to peace of mind.

If you’re planning your transition into retirement, I’d love to help.

And remember:

It’s never too late—or too early—to better plan your exit.

https://www.retirewithswan.com

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