Working with a Financial Planner
Financial planning helps you achieve your life goals through the proper management of your financial affairs. This presentation for women explains what you can expect when you see a financial planner and the basic concepts of financial planning to help you get started.
Our presenter provides answers to questions such as:
- What does a financial planner do?
- How do you choose a financial advisor that is right for you?
- How are advisors compensated?
- How much money do you need to use a financial planner?
- Where to find a financial planner?
- What do you need to know in order to discuss your financial plan?