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You should expect the following from your financial planner: a clearly written plan containing a balance sheet of assets vs. liabilities; an outline of goals with advantages and disadvantages of any course of action; options and alternatives for all investments as well as any risks; specific suggestions for improving your personal cash flow; and a plan for liquidity in the event of emergencies. The Bureau suggests that you carefully check out the financial planner's credentials before proceeding with your plan.
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