Prepare a List of Questions to Ask a Prospective Financial

question 37

Essay

Prepare a list of questions to ask a prospective financial planner you are considering.

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Definitions:

Civic Engagement

The involvement of individuals in the decision-making processes, community activities, and democratic life, often aimed at improving conditions for others or shaping community development.

Social Capital

The networks, relationships, and norms that facilitate collective action and cooperation for mutual benefit in societies.

Nonprofits

A rephrased term for organizations that focus on social, educational, or charitable missions instead of financial gain.

Total Combined Assets

The aggregate value of all assets owned by an entity, including cash, investments, property, and any other resources of value.