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Answers to 5 financial planning FAQS

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The experts at WealthSouth are answering the most commonly-asked questions about financial planning. John Cadwell, Wealth Management Advisor and Certified Financial Planner™.

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Table of Contents

Q: What does the financial planning process look like?

A: A balance sheet and cash flow statement will illustrate your current and future financial position, so you can better understand:

  • When you can retire
  • What rate of return you need to meet goals
  • How much insurance is needed to protect your family
  • If you can you be more strategic with debt

Q: How should I choose a financial planner?

A: You want to find someone knowledgeable, experienced, and trustworthy. Bonus points if they hold a CFP® (Certified Financial Planner) designation.

3 more financial planning FAQs answered.*

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