What To Expect in First Meeting With a Certified Financial Planner

Do you meet with a Certified Financial Planner™? Here is what you should expect from your first meeting with a CFP®.

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Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898.

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Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.