There are many people who are housebound for some reason. They may be physically disabled or care for a person who is, or they may have little children and no support, so they just can’t go out to attend a meeting with a financial planner. So how can these people access a financial advisor to get the kind of financial planning they need?
They can access the help they need in several ways. If they have a computer and internet connection they can go online to find the person they need. They can research the websites they find and then they’ll know if the person provides the following: –