{"id":2079,"date":"2016-09-14T01:30:26","date_gmt":"2016-09-14T01:30:26","guid":{"rendered":"http:\/\/www.trc-gorod.ru\/?p=2079"},"modified":"2018-06-26T11:45:48","modified_gmt":"2018-06-26T01:45:48","slug":"15-questions-might-hear-financial-planner-ask","status":"publish","type":"post","link":"https:\/\/trc-gorod.ru\/15-questions-might-hear-financial-planner-ask\/","title":{"rendered":"15 Questions You Might Hear a Financial Planner Ask"},"content":{"rendered":"<p>Whether you\u2019re in need of help with planning your taxes, paying for your children\u2019s education, estate planning, or many other milestones in life, a financial planner can help.<\/p>\n<p>He will take a look at your circumstances and help you devise strategies you can use to reach your goals &#8211; tips you might have missed somewhere along the way.<\/p>\n<p>When you add a financial planner to your <a href=\"https:\/\/www.trc-gorod.ru\/pin\/\">team of property professionals<\/a> you\u2019ll be amazed at what can happen.<\/p>\n<p>Following is a list of just some of the services that most financial planners provide:<\/p>\n<ul>\n<li>Cash flow management<\/li>\n<li>Debt management\/reduction<\/li>\n<li>Insurances<\/li>\n<li>Investments<\/li>\n<li>Mortgage repayments<\/li>\n<li>Retirement<\/li>\n<li>Savings plan<\/li>\n<li>Superannuation<\/li>\n<li>Tax planning<\/li>\n<\/ul>\n<p>Your financial planner should provide you with clear, actionable steps for any recommendations he provides.<\/p>\n<p>He should also advise you of any risks or weaknesses in the plan.<\/p>\n<h2>What to expect<\/h2>\n<p><img decoding=\"async\" class=\"alignright wp-image-2082\" src=\"https:\/\/www.trc-gorod.ru\/wp-content\/uploads\/2016\/09\/goal-setting.png\" alt=\"goal-setting\" width=\"287\" height=\"390\" srcset=\"https:\/\/trc-gorod.ru\/wp-content\/uploads\/2016\/09\/goal-setting.png 425w, https:\/\/trc-gorod.ru\/wp-content\/uploads\/2016\/09\/goal-setting-221x300.png 221w\" sizes=\"(max-width: 287px) 100vw, 287px\" \/>To help you establish plans to reach your goals, a financial planner will ask you a lot of questions.<\/p>\n<p>These questions are designed to narrow down what he will do for you, and how your own beliefs and habits surrounding finance impact your decisions.<\/p>\n<p>Following are just some examples of what your financial planner might ask when evaluating your particular situation.<\/p>\n<p>Expect many more questions, depending upon your answers and your circumstances:<\/p>\n<ol>\n<li>If money was of no concern, what would you do with your life?<\/li>\n<\/ol>\n<ol start=\"2\">\n<li>What is important about money?<\/li>\n<\/ol>\n<ol start=\"3\">\n<li>What do you do with yours?<\/li>\n<\/ol>\n<ol start=\"4\">\n<li>How much debt do you have? How does this make you feel?<\/li>\n<\/ol>\n<ol start=\"5\">\n<li>How would you feel if your investments took a dip for a period of time? What if it was for several years?<\/li>\n<\/ol>\n<ol start=\"6\">\n<li>What is more important to you as an investor; keeping as much principal as possible or making a profit on your principal?<\/li>\n<\/ol>\n<ol start=\"7\">\n<li>Would you be willing to sacrifice some of the security from your investments in return for long term growth?<\/li>\n<\/ol>\n<ol start=\"8\">\n<li>What do you like to spend money on?<\/li>\n<\/ol>\n<ol start=\"9\">\n<li>What impact, if any, has the way you acquired money had on how you feel (or think) about it?<\/li>\n<\/ol>\n<ol start=\"10\">\n<li>What are the top 3 things you want to do most with your money?<\/li>\n<\/ol>\n<ol start=\"11\">\n<li>What does your retirement look like? What do you <strong><em>want<\/em><\/strong> it to look like?<\/li>\n<\/ol>\n<ol start=\"12\">\n<li>Do you have kids? Do you plan to have any?<\/li>\n<\/ol>\n<ol start=\"13\">\n<li>Do you plan to pay for your kid\u2019s education or do you want them to pay for some or all of it?<\/li>\n<\/ol>\n<ol start=\"14\">\n<li>What do your insurances look like? Do you have health and life insurance and if so, how much?<\/li>\n<\/ol>\n<ol start=\"15\">\n<li>Do you envision taking care of your parents at some point in the future? If so, how would that look?<\/li>\n<\/ol>\n<h2>How you can help your financial planner help you<\/h2>\n<p><img decoding=\"async\" class=\"alignright wp-image-2081\" src=\"https:\/\/www.trc-gorod.ru\/wp-content\/uploads\/2016\/09\/pregnant-couple.png\" alt=\"pregnant-couple\" width=\"461\" height=\"307\" srcset=\"https:\/\/trc-gorod.ru\/wp-content\/uploads\/2016\/09\/pregnant-couple.png 573w, https:\/\/trc-gorod.ru\/wp-content\/uploads\/2016\/09\/pregnant-couple-300x200.png 300w, https:\/\/trc-gorod.ru\/wp-content\/uploads\/2016\/09\/pregnant-couple-20x13.png 20w\" sizes=\"(max-width: 461px) 100vw, 461px\" \/>Number one, be prepared.<\/p>\n<p>For example, sit down and put together an accounting of your financial situation.<\/p>\n<p>Write out a list of:<\/p>\n<ul>\n<li>What you own &#8211; home, investment property, savings, super, etc. (your assets)<\/li>\n<li>Your liabilities &#8211; mortgages, loans, credit cards, etc.<\/li>\n<li>Your expenses and your income<\/li>\n<li>Your insurance(s), including policy amounts<\/li>\n<li>Status of your estate planning (e.g. will, trusts, etc)<\/li>\n<\/ul>\n<p>Documentation to take with you:<\/p>\n<ul>\n<li>Copies of your payslip<\/li>\n<li>Account statements &#8211; checking, savings, super, etc.<\/li>\n<\/ul>\n<p>Think about\u2026<\/p>\n<p>What you want to accomplish.<\/p>\n<p>Do you want to retire early? Start your own business? Add to (or start) your property investment portfolio?<\/p>\n<p>Make a quick a list of your goals; include as much detail as possible, such as a rough timeframe of when you want to reach them.<\/p>\n<p>Also, think about what kind of advice you\u2019re looking for. Do you want a general overview or are you want advice in a particular area such as property investing and\/or retirement?<\/p>\n<p>When you find a great <a href=\"https:\/\/www.trc-gorod.ru\/pin\/\">team<\/a>; property mentor, broker, agent, financial planner and more you\u2019re stacking the odds ever better in your favour that you\u2019ll create the lifestyle that might have escaped you thus far.<\/p>\n<p><a href=\"https:\/\/www.trc-gorod.ru\/pin\/\"><img decoding=\"async\" class=\"aligncenter wp-image-2066\" src=\"https:\/\/www.trc-gorod.ru\/wp-content\/uploads\/2016\/09\/pin-register-banner.png\" alt=\"pin-register-banner\" width=\"677\" height=\"238\" srcset=\"https:\/\/trc-gorod.ru\/wp-content\/uploads\/2016\/09\/pin-register-banner.png 941w, https:\/\/trc-gorod.ru\/wp-content\/uploads\/2016\/09\/pin-register-banner-300x106.png 300w, https:\/\/trc-gorod.ru\/wp-content\/uploads\/2016\/09\/pin-register-banner-768x270.png 768w\" sizes=\"(max-width: 677px) 100vw, 677px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Whether you\u2019re in need of help with planning your taxes, paying for your children\u2019s education, estate planning, or many other milestones in life, a financial planner can help. He will take a look at your circumstances and help you&#8230;<\/p>\n","protected":false},"author":54,"featured_media":2081,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[15],"tags":[],"class_list":["post-2079","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-real-estate-news"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.11 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>15 Questions You Might Hear a Financial Planner Ask<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/trc-gorod.ru\/15-questions-might-hear-financial-planner-ask\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"15 Questions You Might Hear a Financial Planner Ask\" \/>\n<meta property=\"og:description\" content=\"Whether you\u2019re in need of help with planning your taxes, paying for your children\u2019s education, estate planning, or many other milestones in life, a financial planner can help. 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