It’s a bit intimidating meeting with people who are going to advise you on the best way to spend your cash. However, there are some guidelines you can remember to aid you in taking control of what you do with your money.

The first rule you should think about when you speak with a financial planner is to ensure that it’s YOUR money. You are the one who is responsible for saving it instead of the financial planner as you’re entitled to knowledge about what is the most effective use of the money you have. Financial planners could advise you to make investments in certain areas or even to put money into certain accounts, but you’ve already done a good amount of saving, if you can afford to talk with a financial planner. Financial advisors will assist you, but do not be in complete control of your money. They may not be seeking to get into your business, but they do want to help you. bu836pg314.