We’re closing in quickly on the end of the year, and that means the holidays, snow & winter coats, gifts & family. It also means: time to take a good, hard look at your finances. Now, we’re not looking to beat ourselves up for those of us who went a little overboard, the point is to recalibrate for success.
It’s easy to think of financial planners (and the people who use them) as wealthy, middle-aged, and grey haired. Luckily for young people everywhere, that’s far from the whole story. If you believe that you don’t make enough for financial planning to be relevant to to you, or thinking that it’s one appointment you won’t have to worry about until years down the line, think again.
Congratulations! You’ve made the call, you’ve set up your first appointment. It’s a big step, and it’s often shrouded in mystery. But meeting with a financial planner doesn’t need to be scary. Here’s what to expect from your first appointment so that you can go in with confidence and make the most of your time!