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:
The goal of a Financial Planner is to eliminate as much of that uncertainly as possible and to work with you to identify the most appropriate way for you to achieve your financial goals.
Written by: WKTN Staff
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