Kristen Mirandi of WBTV's QC Life interviewed Shane Tenny, CFP® of Spaugh Dameron Tenny, about four things to know before consulting with a financial planner. Shane shared that 92% of survey respondents (of the Northwestern Mutual Planning and Progress Study) said that nothing makes them happier or more confident than having their financial house in order. Then, they discussed two things that you should do and two things you should not do before meeting with a financial planner.
Check out the video on WBTV here > WBTV - QC Life: I wish I knew: Do's and Don'ts of Financial Planning
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