Find your own financial planner

Free

Finding the Right Financial Planner

Course
1 Lesson

In this free ebook, you will find all the questions you need to identify the right financial planner for you. Getting to know what type of planner you might need is the first step toward creating a financial plan that works.

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What is inside?

You will learn how to find the right financial planner for you, including:

Understanding their specialisation
Knowing what licensing requirements to look for
Understanding how to ask for a formal quote
Knowing which goals you want their advice on over what time frame

What next?

This guide will give you a step-by-step overview of how to find the right financial planner for you. After reading this free ebook, visit the home page to view other courses which offer premium content. I recommend the Dream Life and Unlearn Money courses. They will give you valuable insights to take to your planner.

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