Years of experience, the most letters after their name, a fancy office or lots of employees?
What exactly makes a good financial planner? While you definitely want to find a financial planner who is credible, professional and competent, there are also some other key characteristics to look for when thinking about who you’ll work with.
Now, of course everyone is different and no one financial planner fits all, so watch this week’s Financially Wise Wednesday video to learn what to look for as you search for the best financial planner for you.
After you watch it, make sure to schedule your Discovery Session with me so we can talk about how I can help you with my own financial planning services.
Until then, sending you lots of money love!
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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.