how to pick a pro for your financial game plan

how to pick a pro for your financial game plan

Dunne highlights some thoughts to keep in mind in selecting the right financial planning professional. These include setting and prioritizing measurable goals, demanding individual treatment, and checking credentials.

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Veröffentlicht in:Women in Business 2004-11, Vol.56 (6), p.18
1. Verfasser: Dunne, Rebecca
Format: Artikel
Sprache:eng
Schlagworte:
Financial planners
Financial planning
Personal finance
Professionals
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Zusammenfassung:Dunne highlights some thoughts to keep in mind in selecting the right financial planning professional. These include setting and prioritizing measurable goals, demanding individual treatment, and checking credentials.
ISSN:0043-7441
2167-9827