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What Is A Financial Planner?

July 31, 2023

Many people often ask, what does a financial planner do? They work to help their clients manage their money to help them reach their financial goals — often long-term goals. A financial planner focuses on the many aspects of their client's life, financially, including retirement savings, insurance, college savings, investments, savings, estate planning, and taxes. 

Learn more about a financial planner and when to get get a financial planner. Feel free to explore our many resources for additional finance information, or you can contact us with any questions.

When to Get a Financial Planner?

So, how do you know when it's time to find a financial planner near Naperville? If you want to focus on achieving your financial goals and need assistance, it's time to reach out to a financial planner in the Plainfield area. 

Additional ways to know it's time to hire a financial planner:

  • A new perspective on your finances is needed
  • A life-changing event happened
  • You want to retire in the near future

Whether you need estate planning near Chicago or investing advice, we have you covered at IntentGen!

How to Choose the Right Financial Planner?

Now that you know it's time to find a financial planner, you're probably wondering how to find the right person you can trust to help with your financial goals. Below are questions to ask any financial planner you're interested in hiring:

  • What are your credentials?
  • Can you provide references?
  • How much do you charge?
  • What is your area of expertise?
  • What services can I expect?
  • How will we settle disputes?

If you're not comfortable or happy with the answers, it's okay! It just means you need to continue your search for the right person to help with your financial goals. We can also help with the right questions to ask your potential financial planner.

Find a Trusted Financial Planner Near Naperville!

If you have questions or need additional help financially planning for your future, give us a call! We're proud to serve as your trusted source for your financing needs. Check out our resource center for additional guides about financing, taxes, money, investing, and more. It's time to get your finances in order — and we're here to help!