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Financial Management Questionnaire  Form

Financial Management Questionnaire Form

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Video instructions and help with filling out and completing Financial Management Questionnaire Form

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Instructions and help about money management questionnaire for students

what's up guys i'm k shull welcome to another financial awareness video in this video today my goal for you is to help give you some knowledge and information to prepare you with one of your first few meetings with a financial advisor i'm gonna share 10 questions you should ask your financial advisor i really think that there's two camps of people here on one camp you've got the people that are diy type of people that are willing to put in the time the energy to learn the terminology to learn about taxes to learn about proper money management and investing and they do it themselves through watching youtube videos or through online research and then you've got the other camp of people that are a little bit more willing to leverage someone else's knowledge in order to learn more about finances through a financial advisor and using that person to maybe steer them in the right direction to get them to retirement or to whatever your fi

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