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Dear Client: How to work with a financial professional

You are looking for financial help, or you’ve already got an advisor. Now what? How can you help this person help you? Let’s look at how you can make the most of your professional relationship.

One of the first things to do is to realize that financial planning is not magic. For instance, for retirement savings, people need to save a lot of money to last through a 20-40 year retirement. There is no easy way to do this, it requires savings a large percentage of your current income and living below your means.  Just like dieting, saving is simple, but not easy. Burn more calories than you eat. Save more and spend less. The reason to use a financial advisor is not because you don't know how to save, but to coach you to keep on track.

The Guide to Working with a Financial Planner or Investment Advisor is helpful in describing what you should expect from a relationship with a financial advisor. You should focus on the things you can control and work with the financial planner to accurately determine you life's goals so that your financial goals can provide for this.