Outlook Money
If a planner is not interested in your life beyond returns and tax savings, they are not building a plan for you. They are selling a generic one-size-fits-all template.
The right financial partner should have no hesitation in explaining how they get paid. Transparency builds trust.
Would you take medical advice from someone who just started practicing? Financial planning is no different. A seasoned planner has valuable experience across market cycles.
Financial planning is not about finding the best mutual fund, it is about creating a structure that ensures you live well. The best advisors focus on the plan, not just the products.
The finance world is filled with jargon and throwing them around makes some feel intelligent. However the right planners talk in simple terms doesn’t make you feel clueless or rushed.