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re: Financial Advisor Meeting
Posted on 11/25/19 at 6:04 pm to btnetigers
Posted on 11/25/19 at 6:04 pm to btnetigers
OP, is this the same financial adviser that has had the money for awhile? Or did you receive a windfall, and are meeting someone on how to invest?
If we are talking over $500k, I'd HIGHLY recommend finding 2 advisers. Especially while you are young. There's not really anything to lose but your time with the 2nd adviser.
Finally, you said SO? Not spouse? So its her money? If its your money, you SHOULD NOT bring them to the first meeting IMO. Same for them honestly.
If we are talking over $500k, I'd HIGHLY recommend finding 2 advisers. Especially while you are young. There's not really anything to lose but your time with the 2nd adviser.
Finally, you said SO? Not spouse? So its her money? If its your money, you SHOULD NOT bring them to the first meeting IMO. Same for them honestly.
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