Financial Planning Study - P250306

Tech and general information

My spouse and I discuss it, but I have more influence

My spouse and I share equally in the decisions

My spouse and I discuss it, but my spouse has more influence

I'm the kind of person who would not be comfortable handing anything over to a financial planner -- because I want to control every part of the decision-making myself

I'm the kind of person who wants to do some of my own investment research and decision-making -- but I still like to consult with a pro occasionally to make sure I’m not missing anything

I'm the kind of person who would prefer to hand off research and decision-making about my finances and investments to a professional -- I don't want to be involved day-to-day -- just kept informed

Financial Planning Study - P250306

Please provide us with your First and Last Name

Please provide us with your email address.