What Are the First Issues to Discuss With a Financial Advisor?

For someone meeting for an initial financial consultation, it may feel like there are lots of topics to cover. However, a financial advisor will want to boil things down to four basic areas. Let's look at how you can prepare to cover each one. Current Spending and Saving When financial consultants need to simplify things for their clients, the first move is to break it all down into inflows and outflows. [Read More]