What Do I Bring to a Meeting With a Financial Planner? How will I pay for my kids’ college education? Here are a few questions to ask yourself before meeting with a financial planner: This forces you to think through your goals in detail-so you can dream in high definition before you try to communicate those dreams to your investing professional. Talk about your future dreams with them and ask for feedback. If you’re single, sit down with an accountability partner first-someone you trust and who knows you well. Coming to the table with a clear set of shared goals makes it easier to figure out which direction is right for you. Dream about what you want your retirement to look like. If you’re married, you need to sit down with your spouse and discuss your future together. What Should I Do Before Meeting With a Financial Planner?Īfter you schedule your first appointment, you’ve got some homework to do. In other words, they are go-to experts who know how to make your money grow-so you can achieve your dreams. They partner with you over the long haul and work with you to meet your financial goals. A financial planner is a qualified investment professional. If you’ve never sat down with a financial planner before, that first step can feel intimidating, but knowing what to expect can ease your anxiety.īefore you meet with a financial planner, first make sure you know what one actually does. So how can you turn the tables and live the retirement of your dreams?Ī retirement study commissioned by Ramsey Solutions shows getting help from a financial planner can be a big-time confidence boost: Americans who work with a professional are nearly twice as likely as those who don’t to say they are very confident they’ll have enough money to retire. Not having a solid plan could create an uncomfortable retirement that leaves you strapped for income and dependent on your children. It’s no secret that a lot of Americans feel clueless and helpless about retirement. Preparing for your first meeting with a financial planner? Congrats! That’s a big step!
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