How do you choose a financial planner who suits your needs?
- Your choice will largely depend on the breadth of services you seek from a professional
- Before you avail the services of a financial planner, it is important to understand their broad business model
Are you saving enough to fund your first car or children’s higher education or your retirement or even the international holiday you always wanted to take? Are the products you have chosen to put your hard-earned money in suitable for your respective financial goals? Or in the anxiety of having too little at the end of the road, you are saving too much, at the cost of your present lifestyle? There seems to be no clear answer to these and similar questions related to your money life because there is no one-size-fits-all solution. A professional financial planner may be able to answer all these questions and more and help you navigate your finances keeping your particular circumstances and life goals in mind.
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