Financial Advisor Insights

Are You 'Just OK' At Managing Your Finances?

This article was originally published by U.S. News and written by Kristin McFarland, CFP®, Wealth Advisor at Darrow Wealth Management. 

A RECENT TV COMMERCIAL depicts a nurse prepping a patient for surgery. When the patient asks the nurse about the surgeon, he’s informed that the doctor is “OK.” The ad ends with the tagline “Just OK is not OK.” It's easy for viewers to share the patient's horror.

Unfortunately, when it comes to finances, many investors do not see the value of an expert the same way, even though the decisions materially impact their financial future and livelihood.

It's always surprising to speak with hardworking individuals and families who aren't sure if they need a financial advisor despite believing they're only doing an average job managing their money and making choices that impact their finances.

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