46.1 F
Gilroy
March 28, 2024

Tag: professional certification in finance

What to bring to meeting with financial advisor

The financial planning process is not merely a matter of numbers. When you meet with a financial advisor to map out a strategy for wealth accumulation or wealth preservation, you may find yourself intellectually and emotionally engaged on a level you hadn't anticipated. It may actually give you a better understanding of what you want from life.

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