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Darnall Sikes Wealth Partners > Insights > Blog > 2020 > July

A Financial Advisor Meeting Checklist

Darnall Sikes Wealth Partners | July 16, 2020

Once you’ve decided to have a comprehensive financial plan created, it’s a good idea to narrow down your choices to two or three providers. Then you should arrange to have an initial meeting with each finalist to determine whether there’s a good fit between you and the advisor. In fact, many financial planning firms want… Read More

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