Personal Finance: Where can I find a good financial planner?
Financial planners are generalists who help individuals delineate personal financial plans with specific objectives, and help coordinate various financial concerns. Here are some general tips when conducting a search for a financial planner:You will probably want to find a personal finance planner that is located close to you, since you will need to spend some time going over your financial concerns. • Check on the planner’s formal educational background, his professional training and continuing education. • Make sure you understand the methods of compensation—whether fee-only, or if the planner receives part or all of his compensation through commissions on investment products he sells. • Most financial planners will offer free one-hour consultations. Use this opportunity to ask questions and find out if you will get along well with the planner. • Ask about the make-up of the planner’s clientele. You should look for a planner who is familiar with the kinds of problems you face, and th
