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!