Working with Financial Professionals
Financial Professionals can also help you to learn from the experience of others, so you don't have to learn everything the hard way.
1. Know your goals; written, specific, -ask them to help you plan to achieve your goals, and to evaluate/refine your goals.
2. Be familiar with terminology
3. Understand basic concepts
Most students who come to BYU are not planning to become financial professionals. It is because we must all manage money during our lives, however, that it is important for you to educate yourself enough to interact intelligently with financial professionals. This may include working with insurance agents, investment advisors, tax preparers, and others. Learning some of the terminology and concepts associated with each area of financial management will help you to more effectively obtain the support you will need to achieve your goals.