What is it that sets high achievers apart from the masses? Whether you are talking about financial planning, relationships or running a business… all success leaves clues. The successful share certain traits and if we find those traits, we can become successful too. In this episode, we discuss the 5 traits every high achiever must have and how you can get them.
I learned the importance of retirement planning when I quit my lucrative corporate job managing the pricing department of a $2B company.
Each day, customers come to us and ask, how much should I expect to pay a financial planner. This is a very good question and we can certainly understand the need to know the prices. This is because the fee a planner charges could impact your portfolio value by hundreds of thousands of dollars over the lifetime of your investment.
You only have so much time to interview your financial planner, so it is important you maximize your time together. Use these eight questions to help ensure you choose the right financial planner for your unique financial situation.
To find a financial planner you can trust, you need to focus on whether the advisor is honest and knowledgeable.
You are getting ready to meet your financial planner for the first time. You are not sure if this relationship is going to work out, but you want to make sure you have the necessary documents in case it does.
There are two things to consider when determining if you need financial advice from a professional.
How do you know when the financial advice you are receiving is “worth it”?