Preparing for your first meeting with a financial planner

In todays episode, certified financial planner Paul Benson from Guidance Financial Services reveals his ultimate checklist - what he wants every client to think about before attending their meeting with a financial planner. 

We discuss how to prepare for your meeting, what questions you need to ask yourself first AND what you should be asking your planner. 

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Get in touch with Bec here: Bec@primetimers.net

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