What Is Financial Planning?

0
12
What Is Financial Planning?

I thought it wise to share with you what a financial planner actually does, because in my experience most people either have misconceptions or just don’t know. I like to think of financial planning as the process where the client and planner get together to initially discuss the clients’ current situation. The financial planner and client then explore what’s important to the client and what their future goals, aspirations and objectives are.

Dejar respuesta

Please enter your comment!
Please enter your name here