Tag Archives: CFP

Is he a real financial planner, part 2

Posted on February 21, 2010 by Randell Tiongson

… con’t. 2. Gathering client data, including goals. The financial planner should ask for information about your financial situation. You and the planner should mutually define your personal and financial goals, understand your time frame for results and discuss, if … Continue reading →

Share
Posted in financial planning | Tagged , , , , , | Leave a comment