Professional financial advice as a wedding gift? Or a gift to first-time parents?
Who needs financial advice more than people who are young or just starting a family? The reason many in this category do not get professional advice is because they either can’t afford it or are put off by the reputation of the financial services business for being too sales oriented.
But if you could get a basic financial plan without being asked to turn your money over to a stockbroker, would you be willing to pay a reasonable sum to have a CFP (Certified Financial Planner) spend some time and come up with some recommendations that will help guide the young couple to a better financial future?
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