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.
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That changed recently, when my husband — who works in finance too — accepted a new job offer. It felt like the right moment to take a step back from focusing on other people’s money and focus on ours for a change.
I set up our very first meeting with a certified financial planner, and learned a lot from the experience. If you’re curious about what it’s like to talk to an advisor, maybe you’ll learn something, too.