Basic Financial Literacy (For Review Only)

Professional Guidance | 105 mofatnhaegwinagyd. ebt, a CFP can guide you every step Q UALITIES TO L OOK FOR IN F INANCIAL P ROFESSIONALS y o uF i onnd i ny go ut rh ewrei ga hl tth -f bi nuai nl dciinagl pj or oufrenses yi o ni sa l etsos egnutiida el . Hinegraenaraedvsiosmore: key qualities to look for when select- 1. Expertise and Integrity: Seek advisors who dmeeenptl ys t ruantde eg ri es st a, an nd df if ni naanncci ai al l mp laarnkneitns g, ipnrvi ne sc ti -- pi nl et esg. rHi toywi es veeqr u, ea xl lpy eirmt i ps eo ratlaonnte. Li so no ok t f eo nr oaudgvhi -; si no rt sh ewi rh od eaarlei nhgos n. eY sotu, twr aannstpsaorme neto, na en dwehtoh ibc ea -l liinevyeosurinbethset iandtevriceesttsh. ey give and always acts 2. Customized Guidance: Your financial advi- suonri qsuheo uf ilnda tnacki ae l t shiet utai mt i oent, og uo anlds e, rasnt adnads py ioruar- tcioonncse. rTnhs eayn ds hporuel df e rl ei snt ce ens ,a ot tfef enrt ii nv eg l yp etros oynoaulr- iAzveodi da addv vi ci es o tras i wl o hr eodt atkoe ya oounre -sspi zeec-iffiitcs -na el leadps-. pc or omamc hi t taendd t oi n hs teel ap di n go pyto fuo ra cshoi me veeo ny oe uwr hi no d ii s- vidual financial objectives.

Powered by