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How To Choose And Prepare To Meet A Financial Planner

How To Prepare For The Initial Meeting With A Financial Planner

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Preparation will help make your initial meeting more productive and will probably reduce the amount of time (and, if your planner is getting paid by the hour, money) you spend with the planner.

Before meeting with a planner, it will help to:

If you don't feel like doing this before meeting with a planner, that's OK. Most planners are trained to collect the information they need to best assist you.


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