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Financial Planning Questionnaire Campbell Financial Partners Form

Financial Planning Questionnaire Campbell Financial Partners Form

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sitting down with a certified financial planner for the very first time what should you expect what should that first meeting look like I'm going to help you get prepared that more coming up [Music] my name is Mike Bernard I'm the host of the wise money show I'm also one of the certified financial planners right here at corehorn Financial Group make sure you hit that subscribe button turn on notifications and smash that Thumbs Up Button meeting with a a financial professional can be a little intimidating right you you're going to expose your finances to that person and so uh nobody's perfect and you're probably very acutely aware of oh I wish I was making more progress or these are the mistakes that I've made and it's it's nerve-wracking but here's the thing every single video on the wise money show channel I'm going to encourage you to work with a cfp a certified financial planner who's doi

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