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Financial Planning
Finding a Financial Planner |
Once you decide to get financial help, you can
begin your search for the right person to fill the job.
But finding a financial planner is not an easy task. It involves selecting someone with
the appropriate credentials. Someone who'll be responsive to your individual needs and
goals. You'll also have to determine how far you want the relationship to go. Do you want
your planner to be included in every financial decision you make? Are your investments
going to be tied to your planner's recommendations? By answering these types of questions,
you'll make the selection process a little easier.
Two simple ways to find a financial planner where you live are personal referrals and
professional organizations.
Personal Referrals
Seek out individuals you trust or work with on a professional level and ask lots
of questions. Evaluate what they tell you. Are they financially successful? What kind of
relationship do they have with the person they're recommending? Are there any conflicts of
interest you should be aware of?
Some helpful ways to find a financial planner:
- Consult with your accountant, attorney, or other
financially savvy individual you maintain a professional relationship. They may be able to
refer you to the right person based on their experience or professional contacts.
- Ask family, co-workers, and close friends to make
recommendations. See if they are using the services of a financial advisor and to what
extent their needs have been met.
- Scout potential candidates by going to seminars,
classes, or other events that emphasize financial planning or professional guidance.
- Ask your bank manager, stockbroker, or insurance
agent to recommend someone.
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