How to Prepare to Work with a Financial Planner

The hardest part about planning for your financial future is figuring out where to start.

You already took the first step by performing your due diligence and selecting a financial planner. Now it is time to meet them to discuss your current situation and create a plan to help reach your goals. It’s natural to feel a bit unprepared, because there are a lot of moving parts, and discussing your finances with somebody new can be intimidating — especially if you’re not sure which questions to ask.

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