Wondering whether or not you really need a financial advisor or if you could just figure it out on your own? Why do people choose to approach financial planning like a DIY project, and why do some of those DIYers later change their mind?

On this episode: 

1:04 - Why don’t some people choose to work with a financial advisor?

2:49 - What triggers someone to go from DIY to working with a financial advisor?

4:38 - What is a big mistake that happens with those who decide to DIY their financial plans?

6:34 - Is risk factored into a DIY financial plan?

Get the full show notes and additional resources by clicking here.