What I Learned From My First Meeting With a Financial Advisor

What I Learned From My First Meeting With a Financial Advisor

I’ve been a personal finance writer for nearly a decade. I’ve interviewed dozens of financial advisors in that time, but I’m a little ashamed to admit that I’d never actually talked to one about my own finances. That changed recently,…

What I Learned From My First Meeting With a Financial Advisor - NerdWallet

After years of writing about money, and talking to countless financial advisors, I finally sat down with one to discuss my own finances. Here’s what I learned.