3 Crucial Things to Consider Before Approaching a Financial Advisor
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- Опубликовано: 19 апр 2023
- Are you thinking about seeking help from a financial advisor?
Before you do, make sure you consider these three important factors to ensure you find the right advisor for your financial needs.
1. Determine Your Financial Goals:
Before you approach a financial advisor, you should have a clear understanding of your financial goals. Do you want to save for retirement, buy a home, or start a business? Once you have a clear idea of your goals, you can better evaluate whether a financial advisor is the right fit for you. Be sure to communicate your goals with any potential advisor to ensure they have experience in helping clients achieve similar objectives.
2. Understand your risk appetite
3. Understand the Fees and Services Offered:
Financial advisors offer a range of services, from managing investments to creating financial plans. Before choosing an advisor, make sure you understand the services they offer and the fees associated with those services. Some advisors charge a percentage of assets under management, while others charge a flat fee or an hourly rate. Understanding the fees and services offered can help you determine which advisor is the best fit for your financial needs and budget.
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Do banks offer this service? I would like to get in touch with an advisor, I'm getting my first salary this month as a full time permanent worker and I need some help with financial planning. It's 1:15am right now and I just finished trying to draw up a budget on excel for the new salary and it's been a little overwhelming.
Please let us know how we can go about finding a good qualified financial advisor
Kindly Whatsapp us on 0243984492 so we discuss further
@@PatrickTVGh I'll do that right away, thank you!
🙏 Promo sm
Meaning?