The Money Planner with Warren Shute

Episode 057: How to work with a financial planner


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Do you work hard but feel that you are not making any progress financially? Do you put money away each month, but don’t have a real plan for it? Do you have goals you’re looking to achieve?
Perhaps it’s time to meet with a financial planner:
So what does a planner do? First, they get to understand you; what you want from life, your dreams and ambitions. Then they take your numbers and create a plan, a financial roadmap of your life, to help you achieve your goals.
We all know life is not a smooth straight road. We encounter twists, turns and sometimes boulders, and occasionally these obstacles turn into catastrophes. A financial planner can show you, before a catastrophe occurs, what it would mean to you financially, and how you can manage that risk.
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The Money Planner with Warren ShuteBy Warren Shute