Connect with us

Hi, what are you looking for?

Money Management

Need A Little Financial Organization In Your Life?

How to Find a Financial Planner

A lot of times when it comes to finances, many people don’t even know where to begin with it all! But in order to get yourself on track with your finances, you have to first be organized. However, you can’t always do it yourself. But have no fear because financial planners are there to help you through all your financial troubles! So, how do you pick these so called financial planners?

Start by making sure that the person you find knows what he or she is doing. Many people are money hungry so naturally they will try and get that money any way they can, even if that means ripping you off.

That’s not the case with all financial planners, but if you don’t feel safe trusting the person with your money, then it probably isn’t a good idea to begin with. Some tips to help in this process is conduct an interview and do a background check.

  1. Find a certified financial planner by contacting the CFP Board. They will provide you with a list of CFP’s in your area. Already have someone, that’s great! But, be sure to look them up on the site as well to make sure they have a clean record. Get a free financial planning resource kit by contacting CFP at 800-487-1497.
  1. Focus your search in finding a planner who focuses on customers just like you. If your young and planning for the future, you don’t want a financial planner that focuses on retirees money.
  2. Make sure they have at least five years of experience.
  3. Consider doing a criminal background check.
  4. Narrow your choices down to a few planners and set up an appointment.
  5. Before meeting find out how they bill.
  6. When you meet, ask how many times they see you two meeting in order to discuss your finances.
  7. Make sure they aren’t acting like they are doing you a favor. Remember you are paying for this!
  8. Go with your gut feeling!

You May Also Like

News

In the past year, Peloton, manufacturers of stationary exercise bicycles and treadmills, has been experiencing some severe financial difficulties. The company went through a...

News

While the ongoing supply chain problems affecting the global economy have had the expected effects, they’ve also had some decidedly unexpected effects. Specifically, many...

News

As gas prices continue to rise and consumer confidence drops, not to mention the ongoing war in Ukraine, the European economy is taking a...

News

As the environmental need for electric vehicles becomes more pressing, and the car-buying public becomes more eager for them, automotive manufacturers are getting ready...

News

This morning, Coinbase CEO Brian Armstrong sent a mass email out to his company informing everyone that, as stock and crypto prices slip and...

News

Last week, a former cybersecurity expert for Twitter, Peiter “Mudge” Zatko, released a whistleblower report on the social platform. In his report, Zatko cited...

News

Zelle is a peer-to-peer payment app and service that can be used by individuals to send and receive money, in a similar vein to...

News

Earlier this week, following the third-term victory of Chinese President Xi Jinping, market shares in Hong Kong experienced a sudden, violent sell-off. Xi’s controversial...