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...
Back again to share more expert financial advice is Kristi Sullivan! Today she is sharing practical information about how to go about finding a financial planner. *** Finding a financial planner can seem like a scary process. Kind of like finding a hairdresser, but the hairdresser decision...