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megram - Index

megram - 55JulOttawa - Index

sor is eight years).Therefore it is up to you to enter into this
relationship with specific expectations. It is a good idea to
draw up a checklist of what you expect from your planning
professional and review it periodically to ensure that this
relationship is standing up to your expectations.
Think carefully.At the beginning of the relationship, did
your financial advisor:
Provide you with a personal information document that
lists: (a) method of compensation; (b) business affiliations
and all potential conflicts of interest; and, (c) professional
qualifications?
Understand all of your financial concerns?
Correctly assess your investment philosophy and tolerance
of risk?
Accurately identify individual barriers to your achieving
financial independence and propose written solutions
that address each?
Provide you with a realistic plan to achieve your goals
within your budget (including an implementation
memo that outlines specific dates and activities)?
Over the last 12 months of your relationship, has your
financial advisor:
Reviewed your plan at least once to ensure that the
overall strategy is on track in realizing stated goals?
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