What is financial advising?
STEP 1: Appointment
Make an appointment to speak to a financial advisor.
STEP 2: Discuss Financial Objectives
Discuss your financial goals (savings growth, retirement age target, legacy plan, milestone purchases, etc. or simply wanting to build your net-worth). The advisor will ask you questions to better understand your current position and needs.
STEP 3: Receive a Proposal
Receive a proposal from your advisor on how to achieve your goals based on your current situation. Outlining how much you need to save, how to manage debt, and where to invest the rest.