The Client’s Role
The results you get from your financial planner are as much your responsibility as they are those of your planner. To achieve the best results, consider the following points:
- Think about what is important about money to you
- Set measurable targets of what you want to achieve and when
- Be realistic in your expectations — financial planning is a lifelong process
- Re-evaluate your financial plan periodically so that you stay on track with all your goals
- Remember you are in charge — Play an active role in decision-making
If you have questions on any aspects of financial planning please contact info@critchleys‑fp.co.uk