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HOW WELL DOES YOUR FINANCIAL PLANNER KNOW YOU?
- Source :
- Business People; Jun2015, Vol. 28 Issue 6, p72-72, 1/2p
- Publication Year :
- 2015
-
Abstract
- The article stresses the importance for individuals to have a financial planner that knows them well. The author encourages the use of CFP® professional that can give each client a personalized approach. According to the author, it is important to have a plan that best suits one's needs. Visiting napfa.org to search for CFP® professional is recommended.
- Subjects :
- FINANCIAL planners
PLANNERS
FINANCIAL planning
WEBSITES
PROFESSIONAL employees
Subjects
Details
- Language :
- English
- ISSN :
- 1051094X
- Volume :
- 28
- Issue :
- 6
- Database :
- Complementary Index
- Journal :
- Business People
- Publication Type :
- Periodical
- Accession number :
- 103114802