Written by: Derek Majkowski. Any opinions are those of Derek Majkowski and not necessarily those of RJFS or Raymond James.
When it comes to beginning an engagement with a financial planner and embarking on the financial planning process….
It’s simple - anytime a client or prospect comes to us for financial planning assistance, we can do nothing for them until we have a full assessment of an individual’s (or entity’s) in-flows, out-flows and an evaluation of their assets and liabilities. Until there is an understanding of that information, there is no basis for providing any input or advice.
Without an idea of your budget and balance sheet – we can’t help you. I doubt, if choosing to seek true professional financial advice, anyone really can..
It really does start there.
Listen to our podcast: