There’s a Common Method for Figuring Out Your Finances. I’m Not Sure I’m Rich Enough for It.

A person is seeking advice on whether there’s a minimum amount of money needed before working with a financial planner and how the location of their assets affects the type of financial guidance they should seek. It is recommended to visit CFP Board’s website to look for a fee-only CFP® professional, who is compensated for advice by the fees paid and who commits to CFP Board to act in clients’ best interests.

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