WHAT TO ASK A FINANCIAL PLANNER ?
What to Ask a Financial Planner.A Comprehensive Guide Managing finances can be a daunting task, especially for individuals and business owners who are not familiar with financial planning and management. Consulting a financial planner can be a great way to get expert advice and guidance on managing your finances. However, to get the most out of your consultation, it's essential to ask the right questions. In this article, we'll explore some key questions to ask a financial planner. Understanding Your Financial Situation Before meeting with a financial planner, it's essential to understand your financial situation. This includes your income, expenses, assets, and debts. A financial planner can help you create a comprehensive financial plan that takes into account your financial goals and objectives. Key Questions to Ask a Financial Planner 1. How much should I save and where should I save?.This question can help you understand how much you need to save to achieve your financ...