Monthly Archives March 2017

What to Expect When You Meet with Financial Planners

If you’re new to working with financial planners, we’ve put together this short article to help you understand our process when working with a new client. (If you’re already established with us, the end of this article features some insight for you.) New clients: When you first come to our office, we want to get to know you so we can give you our best financial guidance based on your unique circumstances and needs. Here are the kinds of questions we may ask you: Your goals and life objectives as they relate to you and your family, and your finances.
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Categories: Financial Planning.