Communicate, communicate, communicate. This is the first rule of working with a financial planner. (It is also, by the way, the first rule of estate planning.) If you can only remember one thing about how to have a good relationship with your financial planner, it’s a good one thing to remember. But considering the amount […] The post How to get the most out of working with your financial planner appeared first on Flow Financial Planning, LLC.| Flow Financial Planning, LLC
Or “Why just putting all your money in the S&P 500 isn’t enough.” (Okay, probably isn’t enough. I’m not allowed to say much that is definitive about investing.) Recently I spoke with a woman who asked, “Can you tell me why I want a financial planner to manage our investments? We just put everything in […] The post Why You Might Want A Professional to Manage Your Investments appeared first on Flow Financial Planning, LLC.| Flow Financial Planning, LLC
Details of the Flow client Annual Renewal Meeting: what the client does and what the staff at Flow do behind the scenes to prepare.| Flow Financial Planning, LLC
