How to Find a Financial Planner

Contributor

By eHow Contributing Writer

Article Rating: (1 Ratings)

A financial planner will help you to maximize your money and chose investments that will allow you to attain your financial goals.

About the Duties of a Financial Planner
Financial planners are people that study your financial picture and then make recommendations on how to ac… More
About Personal Financial Planners
Personal financial planners have become more popular in recent years. When looking for a qualified financi… More
How to Find a Financial Planner
A financial planner will help you to maximize your money and chose investments that will allow you to atta… More
Do You Need a Financial Planner?
Because of economic downturn, hiring a financial planner will often help with deciding where to keep retir… More
About Wealth Management Financial Planners
Wealth management financial planners gather all personal or business data, determine where the customer is… More
How Are Financial Planners Paid?
Anyone with an investment or retirement account has probably heard of or thought about getting a financial… More
About Investment Planners & Financial Advisers
Investment planners and financial adviser do the same basic job of advising on investments, securities, re… More
How to Select a Financial Planner
Select a financial planner that will work on behalf of the client, has good references and is familiar wit… More
Why Have a Financial Planner Handle Retirement Money?
Financial planners can help assess your net worth and provide guidance on creating a healthy investment po… More
What Is a Financial Planner?
Before you begin investing your money in the stock market or start your child's college fund, you need to … More

Difficulty: Easy

Instructions

Step 1

Look up "Financial Planner" in yellow pages.
Step 2

Search the internet for "Financial Planners."
Step 3

Contact the National Association of Financial Planners for a referral.
Step 4

Check with friends and business associates for referrals.
Step 5

Identify the proper financial planner with the initials, C.F.P. (Certified Financial Planner.)
Step 6

Ask the potential financial planner how much they charge, if they work on a fee-only basis or a percentage of your assets that they manage.
Step 7

Provide planner with a list of financial obligations for the short and long term, such as college or retirement.
Step 8

Collect all your pertinent documents including a list of assets and liabilities and a written list of your financial goals for the short and long term goals.

Tips & Warnings

Talk to several planners before selecting one. Make sure you and your planner have the same goals for your future in mind.
Be honest with your planner. It will help you to get the most out of his or her services.
Get referrals.