What To Expect When You Hire A Financial Planner

Last week I discussed the responsibilities that you have when working with a financial planner. This week I want to shift my focus to the expectations you should have when working with a financial planner. In other words, what should a financial planner be doing for you?

In today’s blog post, I will be sharing the 3 major things that you should expect.

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Your Responsibilities When Working With A Financial Planner

There are many articles written about what a financial planner does for you and what you should expect from them. But, in my opinion, the best relationships will also focus on what a financial planner expects from YOU. After all, it should be a relationship, not a one-sided street. So, in today’s blog post I will be discussing what is required of you and that if you don’t properly perform your role, you could miss out on extremely important planning opportunities that could significantly impact your wealth!

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The Cost to Hire the 3 Different Types of Financial Advisors

One of my biggest pet peeves is when a company doesn’t list their fees on their website. These companies usually do a great job describing their product or service, but there’s usually a mystery as to what it costs.

Financial Advisors have historically been very notorious for this sort of practice. In fact, I remember the training I received when I first got into this business 12 years ago. I was told that if a prospective client ever asked about the cost, we were to say things like, “we don’t need to get under the hood right now” or “let’s schedule a meeting to discuss this in person”.  I never implemented this advice because it made me feel like something was being hidden.

The cost to hire a financial advisor has been a mystery for far too long. In today’s blog post I will discuss the 3 different types of financial advisors and the cost for each.

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(VIDEO) Professional Financial Planners or DIY: Which is Best?

Whenever you see a blog post from a financial planner, you’re first reaction is likely that this is going to be completely biased and they will try to convince you to use their services. Well, sit back and relax, because this post is going to be unbiased and you will learn the 3 things that will help you to decide whether or not to use professional financial planners or be a DIY(er).  Read more “(VIDEO) Professional Financial Planners or DIY: Which is Best?”

Why You Don’t Have To Be Wealthy To Hire A Financial Advisor

Many people shy away from hiring a financial advisor because they think they aren’t wealthy enough. In today’s blog post, I will discuss that this mindset has evolved as a result of some arrogant and greedy decisions by those in the financial planning and investment industry. However, there is good news in that even those who are not wealthy can still get the financial guidance they need to possibly one day become wealthy.

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6 Important Benefits of Financial Planning You Need to Know

Often times, certain things in life get put on the back burner. For me it’s house projects; primarily because I’m just not that good at them. We all have certain gifts in life and being handy is not one of mine. But none the less, I recognize the importance of taking care of the home. If not done, then things begin to fall apart possibly costing you a lot of money in the long run. 

The same thing happens with financial planning. Whether or not you like doing it (or are good at it), it is something that if not handled could cause you to face financial turmoil in the future and miss out on financial benefits today. With that said, today I will be focusing on 6 benefits of financial planning that will hopefully motivate you to take action.

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What’s A 401k? Financial Basics For Small Business Owners

You’ve likely heard of what a 401k is, but exactly what does this mean for you as a small business owner? One question on your mind may be how a 401k would benefit you or your employees. Additionally, you may be thinking / wondering how much it would cost or if you can even afford to have a 401k. In today’s blog post, I will be covering these issues as well as some other 401k basics you should be aware of.

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(VIDEO) Life Insurance: Only One Reason You Need It

Life insurance is one of those topics that no one likes to talk about. But the reality is that if you don’t properly plan in this area then you or your loved ones could face a serious financial burden. In today’s post, I will be discussing the only reason why you need life insurance. And by extension, you will also learn that life insurance is not necessary for everyone.

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Your 1st Year as a Widow: Top 10 Things To Do Right Away

Losing a spouse is a tragedy that bears great pain. For many widows, the husband handled the finances and now they find themselves not only grieving his loss but also stressing out about how to get organized and what to do next.

Your goal during your first year as a widow should be to just get your bearings, grieve, and stabilize the situation. With that in mind here is a checklist of 10 things that you need to focus on right away which will help you put your life back together and get financially organized.

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