10 Questions to Ask Your Financial Planner episode artwork

EPISODE · Jun 22, 2020 · 22 MIN

10 Questions to Ask Your Financial Planner

from Techie Personal Finance Bootcamp · host Lucas Casarez CFP®

Most people work with their financial planners for the rest of their lives due to the unique relationship that is formed by trusting each other to tackle important life goals. With that in mind, it is important to make sure you have a planner that is going to be a good fit for you. The variation in choices and fits are as unique as the options of bread that you can choose at most supermarkets. To help you determine the right fit with a potential planner, here are the top ten questions to ask your financial planner.Fee-Only Financial PlannerVideoHow to Choose the Right Advisor

Episode metadata supplied by the publisher feed · Published Jun 22, 2020

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10 Questions to Ask Your Financial Planner

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