Personnel Adviser Question:
Tell me can I see a sample financial plan?
Answer:
There is no one set structure for a financial plan, which means there is wide variation. “Some people might give you 50 pages of stuff you don’t understand like charts and graphs, and another planner might provide a five-page snapshot of your financial situation, With a sample, you can say, ‘I really want that in-depth analysis,’ or ‘I don’t understand that.’”
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