Important Things to Consider
Financial Planning
Important Things to Consider
Any planning have to be SMART (Specific, Measurable, Achievable, Realistic, Time bound), Secondly the success of financial plan lies on the individual choosing their financial planner.
Now the question comes how to choose the financial advisor following are the few points to be considered while choosing your financial advisor.
- Look for his total number of years of experience
- Consider only people who are offering solution rather than product pusher
- Is the recommendation are in line with my financial goals
- Avoid advisor who talks only about one product for all your needs
- Do not rely on fake promises with regards to higher returns
