More Questions to ask a Finanical Planner
Updated: Jul 16, 2019
Working with a finanical planner can really help you get your finances organized. While I am grouped with financial planners, I really don't consider myself a traditional one. I don't sell any investments or manage money. Many of my clients or seminar attendees want to meet with one and often feel intimidated. Or they have a relationship with one but don't know how to make the most of it. I was recently referred to this article on GETRICHSLOWLY.org blog, a great personal finance blog. This article gives you more questions to ask - and their reasoning.
Including: * How much do you charge? * How many clients do you have? * What is your U4? The report card of financial planners. and more.