All investment experts keep the client information confidential. Hence, you need not worry about revealing your personal information to an investment expert. Also, an investment expert can provide valuable guidance throughout your financial planning journey. Doing it all by yourself can take a lot of time and effort. Financial mistakes can cost you dearly and push you back in your financial journey by a few months/years. Hence, doing it yourself is not recommended. You should avail the services of an investment expert. It is best to leave this task to an expert rather than DIY.