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Josh Monroe, CFP®, CIMA® Sep 16, 2021 2:38:09 PM < 1 min read

I Have a Financial Adviser. Is It Time for My Adult Children to Get One, too?

Josh Monroe, CFP®, CIMA®, Patricia Sklar, CPA, CFP®, CFA®

Do you wish you had started working with a financial advisor sooner? Here are 4 changes to your adult child’s financial situation that can indicate that it’s time for them to get a financial advisor.

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Josh Monroe, CFP®, CIMA®

 Josh is a big picture thinker who listens actively and plans thoughtfully to help clients achieve their most important goals. Josh joined the Brightworth team in 2019 as a Wealth Planner. Before Brightworth, Josh spent 8 years at a leading insurance and investment firm in a variety of roles including compliance and supervision. Josh is passionate about financial planning and making complex concepts easy to understand.

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