If you’re having difficulty managing your finances, it’s time to consider finding a partner who can guide you in developing your financial portfolio. You may not have thought about it as essential but consulting financial advisors and keeping them by your side has benefits.
Whether you're an executive, business owner, young professional, parent, or even a student, finding a financial partner for life will help you make sound decisions and put your personal finances right on track.
The benefits of having a Sun Life financial advisor
A financial advisor can assess your current financial status.
Financial planners can help you make sense of your financial health. They do this using the information you share such as assets and liabilities, income, and expenses, as well as your priorities and life goals. They can even give you an overview of your risk tolerance and capacity so you can carefully plan your future.
A financial advisor will educate you.
One of their roles is to ensure that you have a full understanding of what it will take to achieve your future goals. A financial advisor is trained and knowledgeable about different financial topics from the basics of budgeting and saving to more complex ones such as investment, and insurance. They can also recommend products and guidance so you can stay on top of your finances.
A financial advisor will help you plan to achieve your life goals.
Working with a financial advisor is like finding a supportive partner who can help you create a financial plan so you can have money for life. A plan may change over time, but you can easily adapt under the guidance of an expert and caring Partner for Life.
Why do you need a financial advisor?
Many people can effectively deal with their finances without requiring professional help. However, not everyone has the skills, patience, and time to plan their finances. Below are some of the reasons why partnering with a financial advisor is a smart decision.
1. You lack a savings or investment strategy.
To reach your financial goals, you need to be able to handle your finances. You should know how to save and where to put your money eventually.
2. You need professional advice before making a life-changing decision.
Whether big or small, life will put you in situations where you need to make important decisions. More often, these will have a significant impact on your finances. Why not seek a financial advisor who has the tools, experience, and knowledge to know the pros and cons of your options and present you with alternatives?
3. You want to stay on the right track.
Having the money to invest is just the tip of the iceberg. You still have to keep track of your investment and ensure that you're moving closer to your goals. This will demand effort and time to do research, plan, and evaluate other opportunities. A financial planner can do all these so you can be spared from the stress, and still make informed decisions.
If it’s taking you too long to decide on seeking the help of a financial planner, here are some of the anecdotes from Sun Life’s Partner for Life campaign that shows the advantages of working with a financial planner.