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Explore valuable perspectives from our team, featuring articles by Dianne Nolin CFP®, CDFA® Cecile Hult CFP®, CDFA® Eric Ashburn CFP®, CEPA®, CDFA®, CeFT® Joe Gallemore CIMA® CExP™ Jamie S. Blum CPA, CDFA® Alyce Phinney CDFA® Emily Pelletier CGSP® Rasha Bitar CFF®, CGSP® Sierra Lawrence CGSP®  Brett Colbert Maggie Shipley Kayla Hufker

Espresso Shots – When’s the Right Time to Engage a Financial Advisor?

As you prepare for your age-related milestones in your 50’s, 60’s, and 70’s, it can be confusing to try to decide when the best time to engage with a financial planner is. We sat down with Cecile Hult, CERTIFIED FINANCIAL PLANNER®, CDFA® & Private Wealth Advisor, to explore when the best time is to engage with a financial planner when making your retirement plans or embarking on another big financial decision. Here’s a hint: the earlier the better. Click the play button above to watch the video where she explains why!

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