Hiring a financial planner? 3 things they don’t want to hear from you.

The initial call to a financial planner can be daunting, as seeking help often is. Ensure a positive start to your relationship by sidestepping opening lines like ‘I retired last month and am trying to figure my financial situation out.’ Similar to a well-crafted career, meticulous planning enhances your prospects for a prosperous future.

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Source Article: https://www.marketwatch.com/story/hiring-a-financial-planner-3-things-they-dont-want-to-hear-from-new-clients-55b2e8e2

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