Photo of Eric R. Ebbert, CFP®, MBA, CEO Eric R. Ebbert, CFP®, MBA, CEO Aug 07, 2021

Whether you should manage your finances yourself or hire a CERTIFIED FINANCIAL PLANNER™ will depend on your unique situation. Financial planning apps make tracking individual finances and budgeting accessible for everyone. Nobody knows your financial goals better than yourself. However, a financial planner can be beneficial even for experienced individuals. 


  • An expert opinion —Many individuals with a complicated financial situation can benefit from an expert opinion. This includes clients with a diverse portfolio of investment assets or business owners. Some clients might not have the time to manage their finances entirely on their own. A CFP® offers a second set of eyes to catch anything you might miss.
  • Establishing a savings strategy —You have to personally decide what goals are on your financial horizon. You may want to pay off your mortgage or buy more real estate, retire sooner or start a business. After you know what you want to do with your savings, a CFP® can help you build a strategy to get there.
  • Managing your investments —Managing your own investments can become a full-time job. If you have a diverse portfolio with numerous assets, this can become a daunting task. A CERTIFIED FINANCIAL PLANNER™ can step in to lend their expertise to help determine a strategy for your investments. 
  • Optimizing your taxes —Having a professional analyze your taxes can save you money. This is especially true if you own a business or have investments that complicate your tax situation. A CFP® can optimize your taxes through tax-advantaged and deferred accounts. They can also track your write-offs and losses, so that you are not paying more than your due.

Talk to a ProVise CFP® professional about working with a CERTIFIED FINANCIAL PLANNER™

At ProVise Management Group, our CERTIFIED FINANCIAL PLANNER™ professionals can get to know you and your current financial circumstances, goals, risk tolerance and personal values to help you develop a plan that works for you. We can also create a written plan for you at a fiduciary standard of care. All our written plans come with an unconditional money-back guarantee. If you are unhappy with your written plan, you can return it to us, and we will refund 100% of the fee paid.

Are you ready to talk to a professional about the benefits of managing your finances with a CFP®? Contact ProVise today to schedule a complimentary consultation.