How to see a financial planner
How I did it: Called the financial planner at the bank and made an appointment.
We spent about two hours with him. We're saving $30 a month in banking fees, reduced the interest rate on my line of credit considerably and are working on a plan to pay off all our debt and save for our next home and retirement.
We felt, well, richer. More able to deal with everything. We saw that we are in a good spot and are heading for great things.
Resources: RBC
People doing this:
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Virginia Beach
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Atlanta
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Brisbane
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Bend
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Andover
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