
612b what to expect when meeting with a financial adviser
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How to Benefit From Seeing a Financial Advisor When You Are Completely Out of Debt
Tammy asked, can you benefit from seeing a financial advisor when you are completely out of debt, have an emergency fund and don't have any savings or investments beyond that? Aim would be to work out a strategy for funds moving forward. Tammy: I just get so enraged when people go to advisors and there's no EQ. There's like just... Yeah, and I think, look, whatever is important to the clients, as long as they understand the consequences of their actions or decisions, then that's fine. If they know I'm going to change careers but it's 20 grand less,. They can see that means that we're going to have to reduce investing. And then this is
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