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Old 13-11-2007, 09:38 AM   #1 (permalink)
archangelsupreme
Member
 
Posts: 183
Join Date: Sep 2007
Location: Australia
Financial Planning - 1st Meeting

As part of my contract, i get a free initial session with a financial planner. I would assume it goes for about an hour.

I really want to make the most of this session, so would like to know from people's experiences as to what normally is covered in a first session with a financial planner.

....and the things I should ask or enquire about to make the most of this session.

Thanks,.
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