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What Does A Financial Planner Do? |
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Answer» The Financial Planner first MAKES a note of your financial goals and its priorities. Then the planner analyses your CURRENT financial situation, RECOMMENDS the right PLAN with proper asset ALLOCATION, monitoring it regularly, rebalance your portfolio from time to time based on your changing life style and investment opportunities. The Financial Planner first makes a note of your financial goals and its priorities. Then the planner analyses your current financial situation, recommends the right plan with proper asset allocation, monitoring it regularly, rebalance your portfolio from time to time based on your changing life style and investment opportunities. |
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