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Previously, in Five Interview Questions to Ask a Financial Planner, I addressed some simple but important questions that should be answered prior to hiring a planner.  After you’ve successfully vetted and found a financial planner, you may be wondering what the financial planning process looks...

Are you considering a search for a financial planner? Different people seek financial planners for different reasons.  Given that individual circumstances differ; care should be taken to find a financial planner that fits your unique needs. For example, an individual with a cancer diagnosis may have...