Financial planning isn't just for the wealthy anymore
To start, you want to be open, honest, and coachable, and to accept the accountability your financial planner can provide. You also want to listen to them, especially when they're warning against something — you hired them for their expertise, so you should consider using it. Your planner is a good person to ask for referrals for other financial professionals you can trust, like an estate-planning attorney or an accountant.
To start, you want to be open, honest, and coachable, and to accept the accountability your financial planner can provide. You also want to listen to them, especially when they're warning against something — you hired them for their expertise, so you should consider using it. Your planner is a good person to ask for referrals for other financial professionals you can trust, like an estate-planning attorney or an accountant.
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