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I thought financial planners only handled investments? What is the “financial planning process”? | Wealth Management Partners
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I thought financial planners only handled investments? What is the “financial planning process”?
I thought financial planners only handled investments? What is the “financial planning process”?
The Certified Financial Planner Board lists 72 “Principle Knowledge Topics” needed to be a financial planner; “Investment strategies” is only one.
Before becoming a client, most people will meet with us two or three times. The initial meeting is for fact finding and determining if we are a good fit for each other. The second meeting is for presentation and discussion of our recommendations. The third meeting is to implement the recommendations that you select.
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All securities offered through The Investment Center, Inc. Member FINRA/SIPC Advisory services provided through IC Advisory Services, Inc. – An SEC Registered Investment Advisor Wealth Management Partners is not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc. Robert Ramos and Joyce Cool are registered representatives of The Investment Center, Inc.