Working with a Financial Planner

Sep 12, 2023

7:00pm ET

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.