How to Find a Financial Planner

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

Instructions

1. Look up "Financial Planner" in yellow pages.

2. Search the internet for "Financial Planners."

3. Contact the National Association of Financial Planners for a referral.

4. Check with friends and business associates for referrals.

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

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.

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

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.