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Liz Weston: Should we get a comprehensive financial plan before committing to new long-term advisor?
Liz Weston: Should we get a comprehensive financial plan before committing to new long-term advisor?
Liz Weston: Should we get a comprehensive financial plan before committing to new long-term advisor?

Published on: 06/07/2026

This news was posted by Oregon Today News

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Should we prioritize paying for a standalone financial plan before deciding whether to hire someone for ongoing investment management? Getty Images

Dear Liz: My spouse and I are retired. We have substantial investment assets, significant cash reserves and considerable equity in our home. Over nearly 40 years together, we’ve worked with several financial advisors, but every decade or so, we’ve become dissatisfied and moved on. Now, at this stage of life, we want a clearer roadmap for the next five to 10 years and beyond.

News Source : https://www.oregonlive.com/business/2026/06/liz-weston-should-we-get-a-comprehensive-financial-plan-before-committing-to-new-long-term-advisor.html

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