How to Prepare For a Consultation with a Financial Advisor
admin2020-10-06T07:41:31-07:00In order to prepare for the appointment with the financial advisor here's how to prepare. To properly prepare for your meeting, you should get organized in 2 categories: Questions Current statements Let's start with “Questions” first There are questions for you to consider and your questions for the financial advisor. Questions For You Organize your [...]