Financial Planning

ghaughey

Hi!

Just wanted to start off by saying that I am not currently expecting, although I have several friends who are and hopefully one day I will too.

I wanted to see if many people have or are currently working with a financial planner. I am a financial planner and find value in what I do, but I also don't want to cross the line with some of my friends who I know are a bit more hush hush regarding their finances and such. If you had a friend who was a planner and they found out you were pregnant would you be put off if they came up to you and offered their services if the planning process was complimentary? Also happy to go through the process with anyone else who is interested.

Thanks for your feedback!