How to Know When It’s Time to “Break Up” With Your Financial Planner
A few weeks ago, I shared how much I enjoy working with my financial planner and I also made a quick mention of the financial planner I had been working with prior to him. Let’s just say it wasn’t a good match. While this particular financial planner is fantastic for some people I know, she just, simply put, did not work for me. As women, many of us gain a sense…