Hudson_Hawk
Super_Ideal_Rock
- Joined
- Nov 2, 2006
- Messages
- 10,541
What's the difference?
FI and I would like to sit down with someone to talk about financial goals and how to get there as well as how to manage our money in general. We both work, FI owns a successful business and I'm a corporate drone. We make good money and the potential for increasing our earnings is high. We're both way behind in terms of traditional retirement savings, and I/we have a three year old.
1. what's the difference between a Financial Planner, Financial Adviser, and Wealth Manager?
2. which is the right person for us and how do we know?
2. should we be looking for commission based, fee for service, or no fee?
3. where should find this person? We don't know many people who use these resources so referrals are hard to come by. Do we just go with someone from our bank?
FI and I would like to sit down with someone to talk about financial goals and how to get there as well as how to manage our money in general. We both work, FI owns a successful business and I'm a corporate drone. We make good money and the potential for increasing our earnings is high. We're both way behind in terms of traditional retirement savings, and I/we have a three year old.
1. what's the difference between a Financial Planner, Financial Adviser, and Wealth Manager?
2. which is the right person for us and how do we know?
2. should we be looking for commission based, fee for service, or no fee?
3. where should find this person? We don't know many people who use these resources so referrals are hard to come by. Do we just go with someone from our bank?