A financial advisor can help you create and implement a plan

A financial advisor can help you create and implement a plan to achieve your financial goals. They can provide a range of services, including: Goal setting: Help you set and achieve financial goals, or adjust them if needed Investment recommendations: Align investment recommendations with your goals, risk tolerance, and time horizon Portfolio review: Review your portfolio and make adjustments as needed, such as rebalancing Education: Provide education and context to help you understand your financial plan Guidance: Provide guidance and support to help you avoid investing pitfalls and develop good habits Access to financial solutions: Provide access to a range of financial solutions, such as banking services, insurance products, and alternative investments Other services: Provide services beyond managing investments, such as tax and estate planning