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Financial Planning
Choosing a Financial Planner |
You have to ask the right questions of a
prospective financial planner in order to make an informed decision. Examine what they
offer, how they are compensated, and what types of investments they typically recommend.
Your job is to sort through the answers and find someone who is capable of achieving your
financial goals. Someone who is both ethical and professional. You should like your
planner on a personal level. They should become an important part of your financial life.
What To Look For
You'll establish a better relationship with your
planner down the road if you know what to look for during your initial search.
Here a few clues:
- A planner who works and lives in same city as you do.
- A planner who has a strong financial and educational background.
- A planner with clients that have similar needs.
- A planner who has adequate client and professional references.
- A planner with a good reputation.
A planner affiliated with a reputable firm.
A planner who discloses his/her operating practices and philosophies.
A planner who is able to outline their past performance.
A planner you're compatible with.
A planner you feel comfortable asking questions.
A planner who is patient and takes time to explain things.
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