Tuesday, July 19, 2011

Financial Advisor/Planner?

You didn't say how old you are but I'm assuming you are an adult. You need to go interview a financial planner. Get a notepad and pen and write down questions you have about their job (requirements, education, testing involved). Politlely walk in and ask him/her for 15 minutes of their time. Who knows they may let you shadow them for a day? You probably need to interview a planner you know personally. If you don't know one personally, just look up Financial planner in the yellow pages for your area. Some local banks have financial planners on staff. You just have to ask around. Good Luck.

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