6 Questions You Should Ask Your Financial Planner
You know planning for your financial future is important; that’s why you’ve chosen to work with a financial planner. But almost everyone in the industry has his or her own list of questions you should ask. Why should you pay any attention to this one? And if you’ve had a relationship with your financial planner for a while, don’t you have all the answers already?
Get Ready for Finology! How Financial Planners Can Help
The study of Finology will be taught to your kids and grandkids as part of their collegiate studies. The term Finology may change but you’ll see schools teaching how to navigate one’s personal relationships with money. A joke I make is that we teach kids how to identify a rhombus and we don’t teach them how to pay their taxes!
10 Questions to Ask Your Financial Planner
Meeting with a financial planner for the first time can be a stressful experience. Many times it is the first time that you may be opening up about your finances. The great news is that most financial planners truly enjoy helping people and like most things that we stress out about, it ends up being a significantly better experience than you would expect.
To learn more about the value of financial planning and how a financial planner can help you, check out Good Financial Reads: Finding a Financial Advisor.
Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.