For the next few weeks, we’ll cover information on financial planning. To set the foundation for this topic, Chris Otto from Bankoh Investment Services, Inc., a non-bank subsidiary of Bank of Hawaii joins Sunrise.
The world of financial planning can be complex. It differs based on each individual’s needs and expectations. Some people may just want insight; others may want a formalized plan with actionable steps and recommendations. To navigate the world of finances, a planner can help by providing guidance and tools to help clients clarify and achieve their goals.
If you decide to work with a financial planner, you’ll generally follow a process of six steps.
Next week, we’ll discuss how to prepare for financial planning by getting all of your documents in order.
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