This may not be a shocker to you, but let’s face it — your finances aren’t an easy fix. Furthermore, cash flow, income, and bills are under constant supervision and maintenance for obvious reasons. Perhaps you can do it on your own, and more power to you; but for those individuals with substantial returns, investments and other revenue streams, it would make sense that you consider financial advisers who don’t bring you in, consult you, advise you, get you set up, and then leave without even a peep. In other words — true financial advisers are not freelancers. They’re long-term consultants.

That’s Why You Ask About “Regular Meetings”

Successful Business Meeting — Image by © Corbis

Of all the questions you must ask financial advisers about their qualifications, this one would determine longevity and overall satisfaction in the long-term — do they meet regularly with their clients? If so, you’re dealing with an adviser who’s dedicated in the long run to financial success for the client, in this case you. And that’s the best outcome for you.

Ask other sub-questions like “quarterly or annual meetings?” and “who’s responsibility is it to schedule the meetings?” In that respect, the good financial advisers I’m speaking of are very much like attorneys-at-law, representing you in everything you do. That’s the kind of service you want, even regarding your tax planning needs.

They’re professional. Available. A phone call away. Anything less is less than you deserve regarding your own finances. You’d be dealing with hacks who may know the industry, but are only in it for the commission and don’t gain the reputation among the competition to ever make it in good standing.

So Says the Income Tax Planning Network

Isn’t it any wonder that we say that? We’re the Network. We’re all about continuous service, convenience, and we’re right there with you to make sure all your needs are met. That’s the mark of truly efficient financial advisers, and you can rest assured — your money’s managed.

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