Financial Planning – What Does a Financial Advisor Do?

Posted On Dec 26 2016 by

The Financial Planning Process contains these six steps: 1. Establish and define the client-advisor romantic relationship. This is actually the initial meeting… In New Zealand, it is just a requirement that you will be given a consultant disclosure affirmation. This addresses experience, qualifications, the way the consultant is paid, and human relationships with product providers among other activities. You can also consult halftimecoach online to know more about financial advisor. 2. Gather customer data, including objectives and goals Financially today the planner will need to determine where you are, what your present situation is, and can ask you for several …