How to Carefully Pick Your Financial Planner (Ep. 3)
Your investments are the fuel for your trip, but your financial plan is your flight plan. And without that, you don’t know how much fuel or investments you’re going to need. Say you’ve got the fuel and the plan. But, what about the advisor?
First published
03/01/2022
Genres:
business
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Summary
Your investments are the fuel for your trip, but your financial plan is your flight plan. And without that, you don’t know how much fuel or investments you’re going to need. Say you’ve got the fuel and the plan. But, what about the advisor? Is your financial planner the right person to work with? When … Continue reading How to Carefully Pick Your Financial Planner (Ep. 3) →
Duration
Parent Podcast
Your Finances — Know You Can
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