Make financial planning part of your strategy.
Does this sound like you? You put your money in a savings account when you can and contribute to a retirement plan at work. You hope that you will have enough for retirement and enough in savings to handle a financial emergency. If it does, it’s time to rethink your current financial plan and establish a solid plan for the future with the help of Planning Bucket.
Financial Planning involves evaluating and managing your money to achieve personal financial security. While you can technically make a financial plan on your own by budgeting and creating a goals sheet, it is extremely helpful to work with a financial planning expert to secure your financial future.
Let Us at Planning Bucket Help You Find a Financial Advisor to Help Meet Your Financial Goals
The trusted advisors who Planning Bucket recommends customize a unique financial plan based on your goals, needs, risk tolerance, and time horizon.
If you are based in North Carolina and would want to learn more, contact Planning Bucket today to set up an appointment with a helpful advisor.
FAQs About Finding a Financial Advisor
Trying to manage your finances as well as everything else going on in life can be a challenge. Finding and working with a financial advisor committed to your goals can help you feel confident about your finances and help you make progress towards your objectives. Below are the answers to a few questions about finding the right financial advisor.
Why should you work with a financial advisor?
Most importantly, working with a financial advisor can provide peace of mind, leading you in the right direction. A financial advisor can also provide expert financial knowledge and provide an objective look at your finances.
What can a financial advisor help you with?
How can you help me find a financial advisor?
What makes your financial advisors different?
How do I get started?
Planning Bucket connects clients with financial planning advisors in Central and Western North Carolina, including Asheboro, Burlington, Chapel Hill, Charlotte, Concord, Greensboro, High Point, Huntersville, Kannapolis, Lexington, Matthews, Monroe, Reidsville, Winston-Salem, Asheville, Boone, Brevard, Dobson, Elkin, Hickory, Morganton, Mount Airy, Sparta, Statesville, West Jefferson, and Wilkesboro.