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But technology will always be supplemental to the relationship between a professional advisor and his clients, says Shaw. "This will just make the process better for clients.
"Those clients that have a financial plan, working with a professional advisor tend to be those that will have the …best results," Ulmer said.
On average, Americans spend about 13 hours each year dealing with taxes, and the average American doesn't have the benefits of a professional advisor who can help optimize the process.
If an employee is feeling discriminated against or harassed they can open up the app to talk to a professional advisor, then create an action plan to either address the issue or file a formal complaint.
She ultimately contracted services of a professional advisor at significant cost at a time when her income had decreased.
Consult a professional advisor.
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Mike is a User Experience professional, advisor and entrepreneur located in Los Angeles.
For every professional advisor who suggests finding a way to bond with an admissions officer and fast, there is a more cautious one who worries about overkill.
Rather than relying on a professional banking advisor they rely on a social network.
Your brother-in-law doesn't count - unless he really is a professional financial advisor.
But because there are a lot of moving parts involved, it's ideal to seek help from a professional financial advisor at this stage of your planning.
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Justyna Jupowicz-Kozak
CEO of Professional Science Editing for Scientists @ prosciediting.com