5 ways to get the most from a financial planner, according to a CFP - Business Insider

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Your planner is a good person to ask for referrals for other financial professionals you can trust

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To best use a financial planner, definitely take advantage of the knowledge, advice, and wisdom they can give you… but make sure you lean on them for the accountability piece, too. These could be really tangible, like "increase your contribution to your ESPP plan," or "transfer that extra cash from your checking account to a short-term savings goal or a long-term investment account."

 

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