… 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
Why Is It I’m Always Broke? November 27th, 2009 ? 9:20 pm @ Raffy Pekson II 0 It’s been weeks since I attended Randell Tiongson’s “No Nonsense Seminar on Financial Planning,” more often referred to as a personal finance seminar. I met Randell after having e-mailed him a few times and asked if we could meet – … Continue reading Why Is It I’m Always Broke?
Taken from my column at the Business Mirror In 2005, I was approached to help established the Registered Financial Planner Institute in the Philippines. I immediately agreed to be a core part of this endeavor because I felt the financial-services industry needs independent institutions that will advocate for the financial-planning practice. What is a financial … Continue reading What is a financial planner, part 1
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