Working with a Financial Planner
Sep 12, 2023
Tanya Frias, CFP
Join us as we discuss what it's like to work with a financial planner, expectations and the different fee structures you may encounter. e.g. Assets under management (AUM) fees (typically between 0.5% and 2%, one time flat fees, hourly fees, and a monthly/quarterly subscription model.
We will also go tips for working with a financial planner:
Be prepared to provide your planner with detailed information about your financial situation.
Be clear about your goals and expectations.
Ask questions and get clarification on anything you don't understand.
Be open to feedback and suggestions from your planner.
Be patient and persistent. It takes time to build a successful financial plan.