9 reasons it's time for a new financial plan
Its time to get serious and put your financial house in order
Do you know where everything is and what its worth? If you dont know -- you should. If you want to know you can. Certified Financial Planner professionals abide by a code of ethics that requires them to place the interests of their clients first. As such, you should expect them to build you (at a minimum) a comprehensive net worth statement, prior to ever making financial recommendations to you.