Is he a real financial planner, part 2

… con’t. 2. Gathering client data, including goals. The financial planner should ask for information about your financial situation. You and the planner should mutually define your personal and financial goals, understand your time frame for results and discuss, if relevant, how you feel about risk. The financial planner should gather all the necessary documents … Continue reading Is he a real financial planner, part 2

Is he a real financial planner?

The term ‘Financial Planner’ has been a buzz for quite some time now. It makes sense to have a doctor for our medical needs, architects & engineers for our building needs, computer engineers for Information Technology needs – why not a Financial Planner for our personal finance needs? The benefits of having a Financial Planner … Continue reading Is he a real financial planner?

Confession of a Financial Planner

MY wife Mia and I went on a date last night. Since my wife loves to watch movies and since the secret to a happy life is a happy wife, I instinctively knew she would prefer watching a movie.

I thought she would prefer watching the John Lloyd Cruz-Sarah Geronimo movie so I was trying to psyche myself to watching it, but I was so delighted to find out she wanted to watch something else. My wife knew I’m not a big fan of those movies so she wanted to watch something else for my sake. That’s one of the many reasons I love my wife so much—so unselfish! Not wanting to be a total …