Interview Kathleen E. Owings.
Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.
Some key points that Kathleen Owings
on hiring a financial advisor:
In today’s day and age people spend more time on their devices checking out their social media feeds rather than thinking about their financial future and hiring a financial planner or adviser. Most people stumble into relationships with financial professionals without a real plan for their engagement and do not research their options ahead of time. If you put some time and attention to the process, you will be much happier in the end—and hopefully have a long-lasting relationship with a financial professional that supports the goals for your financial future. Here are 5 tips when looking for a financial professional: