How can a financial planner help you?
Financial planning is done on an ongoing basis, while respecting your abilities and your priorities: life events are often unpredictable. A good financial action plan is adaptable and must reflect your aspirations and your reality. A financial planner helps you chart a course for your financial life. This ranges from budgeting to saving, reducing your tax burden and the financial legacy of your children. If you're thinking about hiring a financial planner, here's what you need to know.