WEALTH CREATION: What To Consider When Choosing The Right Financial Planner
WHAT TO CONSIDER WHEN CHOOSING THE RIGHT FINANCIAL PLANNER
By Buntu Bam, Financial Consultant at Alexforbes
As we journey through life – from our first jobs to marriage and children, retirement and planning your estate – it is essential to have a certified financial planner. They can guide us through every stage in life, helping us to save enough and leave a legacy for our loved ones.
You need to consider a number of factors when looking for a trusted person to partner with. These pointers will help you find someone you can relate to, and ask to become your adviser.