Menu
Home
Advertise
Forums
Search forums
What's new
Unread posts
Latest activity
Earn Money
Review Website/Apps
Passive Income
Money apps
Paid Survey
Stock
Forex
Real estate
Paid to write
Social Media Monetization
Crytocurrency
Bitcoin (BTC)
Ethereum (ETH)
Crypto Exchange
Mining
Crypto Faucet / Airdrops
Binance
Business
Business strategy
Funding a business
Marketing
Digital Marketing
Social media marketing
Email marketing
Brand management
Personal Finance
Money Saving
Personal loan
Retirement
Debt help
Savings for Students
Tax relief
Insurance
Car Insurance
Life Insurance
Liability Insurance
Home Insurance
Health Insurance
Disability Insurance
FAQ
Log in
Register
What's new
Search
Search
Search titles only
By:
Search forums
Menu
Log in
Register
Install the app
Install
Home
Forums
Money Making Forums
Personal Finance Forums
4 Mistakes you should avoid when selecting a financial planner
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser
.
Reply to thread
Message
[QUOTE="King bell, post: 252091, member: 75687"] When it comes to financial planning, there are a lot of different factors to consider. And while there are a lot of different ways to approach it, there are also a lot of different ways to make mistakes. Here are five of the most common mistakes people make when selecting a financial planner: 1. Not doing your homework One of the most important things you can do when selecting a financial planner is to do your homework. There are a lot of different options out there, and it’s important to research and compare them before making a decision. 2. Not clearly defining your goals Another mistake people make is not clearly defining their goals. What do you want to achieve with your finances? Do you want to retire early? Save for a specific purchase? Without a clear goal in mind, it will be difficult to find a planner that can help you achieve it. 3. Focusing on fees instead of value When it comes to financial planning, fees shouldn’t be your primary concern. Instead, you should focus on finding a planner who can provide you with the most value. Remember, the goal is to improve your financial situation, not to save a few dollars in fees. 4. Not considering your risk tolerance Your risk tolerance is an important factor to consider when selecting a financial planner. If you’re not comfortable with a lot of risk, then you’ll want to find a planner who can help you find investments that are more conservative. On the other hand, if you’re willing to take on more risk, you may be able to get better returns. [/QUOTE]
Insert quotes…
Verification
Post reply
Home
Forums
Money Making Forums
Personal Finance Forums
4 Mistakes you should avoid when selecting a financial planner
Top