By Maura C. Schauss, CFP® and Todd Youngdahl, CFP®
Have you found yourself unsure of your financial situation in the past few weeks? For many people, that answer is a resounding yes. In seasons like this, it is abundantly clear that we all need someone in our corner who is helping us navigate the unknown in areas where we lack expertise.
Just like we all are realizing that virtual opportunities are beneficial, they are not always as effective as human interactions. The same can apply if you are using a robo-advisor or trying to manage your financial situation by yourself.
Consider the following 3 benefits for you and your family when you have someone you trust, who holds a holistic view of your financial situation, and who can tailor a financial plan specifically for your lifestyle and goals.