Month: January 2015

Looking for more information? Click here to read the ten questions to ask when choosing between an aligned or a non-aligned financial adviser. In this video, Steve and Dianne discuss the advantages of non-aligned financial planners and how they differ to aligned financial planners. You can find out all you need to know about non-aligned …

What is the difference between non-aligned and aligned financial planners? Read More »

In this video, Dianne discusses the process Financial Planners goes through with each of Future Planner’s new clients. She explains the steps they take to make sure that a strong relationship is developed with each of their clients from the very beginning. To find out more, watch the video below or scroll down to read …

What are the steps in the financial planning process? Read More »

In this video, Steve talks through the 3 big questions you should ask your financial planner to make sure their expertise matches up with your needs. Watch the video or read the transcription below to find out how you can get the most out of using a financial planner. I think there are a couple …

The big 3 questions to ask your financial planner Read More »