What To Expect From Your Initial Financial Planning Consultation

18 April 2023
 Categories: , Blog

When it comes to managing your finances, working with a financial planner can be an incredibly beneficial experience. But if you've never had a consultation before, you might not know what to expect. Will it be like a job interview? Will you need to bring lots of documents with you? And what will the financial planner expect you to discuss? This article explores the answers to these questions and more. Read More