Keanu pays a lot of bills automatically and contributes to a retirement plan through his job, but he isn’t sure how this is setting him up for the future financially. How can a financial advisor help?
Select a response.
Conduct a cash flow analysis
Develop a long-term financial strategy
Find investment diversification opportunities
Create an emergency financial plan
The correct answer is Develop a long-term financial strategy.
A financial advisor can help Keanu understand how his current practices, like paying bills automatically and contributing to a retirement plan, fit into a broader financial plan. They can assess his financial goals, risks, and timelines to develop a comprehensive strategy that ensures he is on track for a secure financial future.