{"id":474,"date":"2018-05-08T09:38:57","date_gmt":"2018-05-08T09:38:57","guid":{"rendered":"https:\/\/myfintree.com\/blog\/?p=474"},"modified":"2018-11-20T09:42:54","modified_gmt":"2018-11-20T09:42:54","slug":"how-often-should-i-meet-my-financial-planner","status":"publish","type":"post","link":"https:\/\/myfintree.com\/blog\/how-often-should-i-meet-my-financial-planner\/","title":{"rendered":"How Often Should I Meet My Financial Planner"},"content":{"rendered":"

How Often Should I Meet My Financial Planner<\/span><\/h1>\n

How often should I meet my Financial Planner?<\/strong><\/span><\/p>\n

Investors often ask if there is a standard time frame that they shall follow to meet their Financial Planner<\/span><\/a><\/p>\n

Few of the instances where it becomes important to sit down with your Financial Planner<\/p>\n

More Debt\"\"<\/strong><\/span><\/span><\/p>\n

When you plan to take new or major loans for buying car or a new home, such instances shall cause significant change in your financial portfolio<\/p>\n

More Money<\/strong><\/span><\/span><\/p>\n

If you receive inheritance or bonus or book huge\u00a0profits<\/span>\"\"\u00a0by selling an<\/span>y property etc meet your financial p<\/span>lanner who can guide you to identify your other long term goals & help you to make best use of your money<\/span><\/p>\n

You are reaching a milestone<\/strong><\/span><\/span>\"\"<\/p>\n

If you have any investment nearing to maturity, you shall schedule a\u00a0<\/span>meeting with your\u00a0<\/span>financial p<\/span>lanner & decide<\/span>\u00a0as to how you can utilize that fund in more efficient way.<\/span><\/p>\n

Major Life changes<\/strong><\/span><\/span><\/p>\n

Schedule a meeting with your financial planner\u00a0when any important changes takes place in your life like<\/span><\/p>\n

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