Menu
Home
Advertise
Forums
Search forums
What's new
Unread posts
New articles
New article comments
Latest activity
Earn Money
Money apps
Passive Income
Paid Survey
Forex
Stock
Real estate
Paid to write
Social Media Earning
Review Website/Apps
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
Retirement
Personal loan
Savings for Students
Debt help
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
top three questions that you need to ask your 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: 254994, member: 75687"] When it comes to financial planning, there are a few key questions that you need to ask your planner in order to get the most out of the process. Here are the top three: 1. What are your qualifications and experience? This is perhaps the most important question to ask, as it will help you to gauge whether or not your planner is qualified to give you the advice you need. Be sure to ask for details about their qualifications and experience in the industry. 2. What are your fees? Fees can vary widely among financial planners, so it's important to ask about them upfront. Be sure to find out if there are any hidden fees or unexpected costs associated with the services you're interested in. 3. What is your investment philosophy? It's important to align your investment philosophy with that of your financial planner. This will help ensure that your goals and objectives are in sync, and that you're working towards a common goal. [/QUOTE]
Insert quotes…
Verification
Post reply
Home
Forums
Money Making Forums
Personal Finance Forums
top three questions that you need to ask your financial planner
Top