¿Cómo es trabajar con un Financial Planner? (Parte 3)
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¿Cómo es trabajar con un Financial Planner? (Parte 3)
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About this listen
El día de hoy: La parte 2 del proceso, que en pocas palabras se resumiría en "define y prioriza tus metas".
¿Cómo le ayudo a mis clientes a definir qué quieren lograr? ¿Cómo definimos qué metas perseguir y cuáles no? ¿Puede un financial planner juzgar las metas u objetivos de sus clientes?
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Nota de mis abogados:
Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.
This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon as the sole factor in an investment making decision.
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