Before You Meet With A Personal Financial Advisor, Do Your Homework - News Summed Up

Before You Meet With A Personal Financial Advisor, Do Your Homework


No matter your current financial situation, there are plenty of great reasons to meet with a personal financial advisor. However, as with most relationships, you'll only get out what you put into your meeting with a financial advisor. Below, six Forbes Finance Council members, senior-level financial executives, share how you should prepare before meeting with a personal financial advisor. Seek Out A Fiduciary Advisor To Meet WithI highly recommend a fiduciary advisor, because they are legally required to act in your best interests at all times. Identify Your Fixed And Variable ExpensesView your previous three months of spending habits and categorize them into fixed or variable expenses.


Source: Forbes February 24, 2017 13:01 UTC



Loading...
Loading...
  

Loading...

                           
/* -------------------------- overlay advertisemnt -------------------------- */