URL details: keygroupwealth.com/products-services/financial-planning-process
URL title:
Financial Planning Process | Key Group Management, Inc.
URL description:
Establishing and defining the advisor-client relationship- The advisor explains and documents the services to be provided and defines his or her responsibilities along with the responsibilities of the client. The advisor explains how he or she will be paid and by whom. The advisor and client should agree on how investment decisions will be made and implemented. Gather Client Data- The advisor will ask for all information about your financial situation and ask you to clearly define your personal and financia
URL last crawled:
2022-08-28
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