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01 June 2011
How to Start a Financial Planning Relationship
Financial planning has come a long way in the last 25 years and can even be described as a “mature industry”. Despite this, there is still plenty of confusion concerning when, why and how to get started working with a financial advisor. I was encouraged recently to describe how potential clients can get involved in the financial planning process. Is there are right time? How much money do I need to have to consider doing it? Is it expensive? What can an advisor do for me?... Continue reading How to Start a Financial Planning Relationship

Posted by chris dowley at 9:44 AM | Link
 
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