How To Choose And Prepare To Meet A Financial Planner
How To Prepare For The Initial Meeting With A Financial Planner
« Previous5/5
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:
- Think about your goals. See Your Financial Goals.
- Organize your papers and important documents. See Getting Organized.
- Take a Financial Snapshot. See Your Net Worth and Your Cash Flow.
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.
Get Your Personal Guide
Please share how this information is useful to you. 0 Comments
Post a Comment Have something to add to this topic? Contact Us.