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Here are some of the questions that prominent financial planners recommended any prospective client should ask:
Benjamin Graham • The Intelligent Investor, Rev. Ed (Collins Business Essentials)
If your account has a bond index, a domestic stock index, and an international stock index, you’ll have a good chance of success.
Andrew Hallam • Millionaire Teacher
Once you have seven figures in assets, or complex transactions involving kids or retirement or taxes, you’ve earned the right to consider advanced advice.
Ramit Sethi • I Will Teach You to Be Rich, Second Edition: No Guilt. No Excuses. No BS. Just a 6-Week Program That Works
- Income 2. Savings 3. Investments 4.
T. Harv Eker • Secrets of the Millionaire Mind: Mastering the Inner Game of Wealth
Cultivate your financial literacy:
Gerry Valentine • The Thriving Mindset: Tools for Empowerment in a Disruptive World
FINANCIAL PLANNING