LifestyleMidday Maryland

Actions

Finley Alexander Wealth Management - Choosing Your Financial Planner

Posted at 1:33 PM, Feb 01, 2021
and last updated 2021-02-01 13:33:42-05

Choosing your financial planner should be just as important as choosing your personal physician or even a new friend. A good financial planner will steer you towards you goals while explaining everything in a relatable way.

A good financial professional should be a great listener and able to understand your unique situation. Your planner shouldn't be judgmental or condescending, and should meet you where you are in order to fully realize your goals.

Financial planners also have different specialties. Make sure you're choosing someone who can help you towards what you're looking for, whether that's retirement, investing, or something else.

Learn more here.