Jul 13, 2018
Learn about requests people often make of their financial advisor or portfolio when they don’t really understand investing. Also discover what proper expectations are and how to get the help that you may need.
Main Questions Asked:
What don’t I know or understand?
How can my financial relationships be profitable on both ends?
How can I be more involved in the creation of my financial plan?
Key Lessons Learned:
What Makes Requests Unreasonable and Proper Expectations
What Can You Expect from a Good Financial Advisor
Links To Resources Mentioned
Money Map Retirement Review
1-800-757-0436
Thank you for listening!