Does any use a CFP to help manage available investable capital?

[Bradley J Allen]

I use personal capital to manage all our personal finance & investments. I was wondering if anyone has any advice or experience on the value of a adding CFP for help managing investment capital? Not looking for “investment” advice but someone to keep keep us in line so we don’t over leverage ourselves or hold onto too much investable cash.

Any thoughts or advice here would be greatly appreciated!