If you know how important it is to invest for your future, but you’re unsure of the road to follow, you may want to get some guidance and direction from a financial professional. But if you’ve never worked with one before, what can you expect?
Here are some things to look for:
• Assessment –
A financial advisor will assess your current financial situation – assets, income, debts and so on – but that’s just the start. These days, advisors recognize the need to view their clients’ lives holistically. Consequently, you will see questions like this: What are your feelings abo...