Kenton Rotary Hears from Financial Planner
Jon LaFramboise Deciding how best to plan your finances can be daunting. With so many options available and so many uncertainties, how do you choose what’s right for you? Kenton Rotary heard from Jon LaFramboise, Investment Advisor with Centric Financial Group explaining the six steps to working with a Financial Planner. Personal Financial Planning process consists of the following six steps: Establish and define the client-adviser relationship. Getting to know […]