What Your First Meeting with an Advisor Should Look Like (Part 1)

This week Paul overhears a conversation between a financial advisor and an investor where the investor was given a lot of product-driven options and asked to make a decision on their own. Today, Paul talks about how he begins the financial planning process with every new investor to help you understand what to expect and give you confidence that you have found a good fit.

Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.