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A true financial planner will ask for more financial information than would you want to give.  They may want tax records going back for years, and detailed info about your short and long term goals.  The process is like getting a financial rectal exam, but the more information you give your financial planner, the better they can target a plan to your specific needs.  You’ll be able to build your wealth faster because all the information is in front of you.  If the process isn’t a pain in the neck then you should be worried because a great financial plan isn’t one-size-fits-all.  A great financial plan is a custom individualized plan.  Students who get MMA training in MD need to make sure they are investing their money properly because they never know if they career might end suddenly because of injury.