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MONEY MANAGEMENT: You're too busy (or uninterested) to manage your own finances. You need someone to help you monitor investments and alert you when it's time to rethink your portfolio as your needs or the markets change, with an eye toward how such decisions would affect other areas, like your tax bill.
HELP THROUGH A LIFE-CHANGING EVENT: You're going through a divorce. You want information and guidance with new tax, property, and retirement issues. You want to know how potential settlements will affect your finances. And you want help getting on track as a newly single person. (Note: Some financial planners specialize in divorce planning. Look for them through the National Association of Personal Financial Advisors or the Financial Planning Association. Or contact the Institute for Certified Divorce Planners; 800-875-1760.)
PLAYING CATCH-UP OR CORRECTING MISTAKES: You've put off saving for your children's future college bills, and now they're two years away from the Ivy League. Or maybe you're 10 years away from retirement and you've barely saved a cent. You need saving strategies to make up for lost time and straight advice on managing your financial priorities over the next several years.
LIVING ON ONE INCOME: You're married with children, and you or your spouse wants to quit working to stay home with them for a few years. You need help figuring out, in advance, how to make the transition from two incomes to one while maintaining your current lifestyle and not neglecting long-term goals. A planner can also help figure out when it's best to make the move.
