Category: Financial Planning
Recently, I wrote a series on financial advisers. I shared my bad experiences and covered many of the worst practices of financial advisers. Now that you know what to avoid, here’s what to look for in a financial adviser.
When I was younger and met with financial advisers, they often asked about goals. Honestly, this question stumped me. I had no idea what type of life goals and financial goals I should have. Fortunately, I saved and invested without a clear vision. In retrospect, I see why goals are useful if not for wealth-building, then for piece of mind.