When looking for financial planning services, it’s important to consider your goals and needs. A good financial plan should include details about your
– Financial goals
– Cash flow
– Income tax
– Estate Planning
The plan should also be comprehensive and tailored to reflect your expectations and needs.
A financial planner needs to communicate clearly and regularly with you . You should feel comfortable asking questions and discussing your concerns with your planner . A good planner will take the time to explain complex financial concepts in terms you can understand .