How To Find A Planner
Monique Cornish of “The Mortgage Group” interviews Mark Huber, CFP on “How To Find A Financial Planner”
Monique Cornish
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Find A Planner Call-Download
“Epilogue” - I speak after the call…
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Speaker Notes of the Interview:
To “download”: “Right click” the link below and “save as” to your computer
Find A Planner-Speaker Notes
Bonus Materials promised on the call
How To Choose A Financial Planner – Checklist
(“right click” and “save as” to your computer)
Your Blueprint To Financial Success
(“right click” and “save as” to your computer)
“MyStarterKit” – A simple but effective “data gathering” spreadsheet
Link to Mark Hubers “mini site” and “speaker notes” to 240 12th Grade Students…
http://HowToBeSetForlife.com/AsA12thGrader
Comments…
Thanks so much for offering this call and all your expert advise. I’m looking
forward to having a listen!
G. H. – White Rock, BC
“Join the Discussion!”
“Let us know what you think. Or ask us anything. Or offer your own sage advice.”
“The only rule: RESPECT THIS HOUSE! Postings that contain abusive language and/or personal attacks will be cheerfully VAPORIZED. One cross word – POOF! – your well-thought-out post will be gone in a puff of smoke.” – Mark Huber, CFP
