I have no experience in financial planning and have no idea of what the company wants to go IM. IM in the early stages of her control. If anyone has any advice or information that would help me make a decision that will be appreciated.
Tags: 'Financial, Planning'
You should interview several candidates before making a decision since it is a very important relationship you will be entering into. During these meetings or interviews be sure to ask each one of them how they get paid. You want to know the answer and see how they answer the question. You need to be aware that some of them may be willing to sell you a product that might not be the best fit for you because it gives them the biggest commissions. These are the ones you want to avoid.
Make sure you know what your financial goals and needs are before meeting with anyone, you don’t want to have someone else decide your priorities.
Good luck.
You need to research the area yourself and then get a recommendation for a planner. There is a lot to learn and it is best if you do self-study on the subject. Don’t trust your money to anyone unless you know everything there is to know.
Are you trying to get a job as a financial planner? Or hire one to manage your money?