What I Learned From My First Meeting With a Financial Advisor

What I Learned From My First Meeting With a Financial Advisor

I’ve been a personal finance writer for nearly a decade. I’ve interviewed dozens of financial advisors in that time, but I’m a little ashamed to admit that I’d never actually talked to one about my own finances. That changed recently,…

What To Expect During A Consultation With A Certified Public Accountant - Publicist Paper

When you meet with a CPA in Tampa, FL, you should anticipate a straightforward, informative conversation. The Certified Public Accountant’s primary goal is to understand your financial situation. They will ask you key questions about income sources, expenses, and financial goals. Your answers help them tailor their advice to your needs. Expect them to explain tax regulations and financial strategies clearly. You will gain a better understanding …

What I Learned From My First Meeting With a Financial Advisor - NerdWallet

After years of writing about money, and talking to countless financial advisors, I finally sat down with one to discuss my own finances. Here’s what I learned.