I am planning to meet with a certified financial planner to get this advice on my savings and investment strategies and If could improve upon them.
How do I show him my portfolios? Are print outs of statements from Mint or Personal Capital sufficient? Or is something else preferred?
Any gotchas?
TC : 250K
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comments
Make sure they are fee only for advice. Don't pay Assets under management for ongoing advice (AUM). Pay once for strategy $1-5k and then implement yourself.