What To Discuss At Your First Financial Planning Consultation
Working with a financial advisor is a good way to understand and manage your money, assets, and obligations. The topic covers lots of ground, though. When you conduct your first consultation, you should organize the discussion around these four issues.
Debt Management
As much as people want to make the most of their money, the first order of business is making sure you're managing your debt the right way. Debt is a useful tool.