How to Find A Financial Planner
Financial security is important, yet many people do not know how to find a financial planner. A person will need a financial planner when they have reached approximately $50,000 in savings and investments — the monetary amount can be more or less depending on the comfort level of the individual. It is of the utmost importance to find a trustworthy financial planner when the time comes. The following steps will highlight how to find a financial planner.
- Download the list of “10 Questions to Ask When Choosing a Financial Planner.” The Certified Financial Planner Board of Standards, Inc. (CFP) publishes this list, and it can be found by visiting their website.
- Go to the Certified Financial Planner Board of Standards, Inc. Website at cfp.net.
- Select the option to “Search for a CERTIFIED FINANCIAL PLANNER Professional.”
- Choose from the various personalized search options to find a financial planner in a particular area.
- Make a list from the search results found
- Contact the financial planners on the list, have a copy of the 10 questions, and proceed to interview the financial planner using the listed questions.
- Choose a financial planner based on their answers to the 10 questions.
- Go back to the Certified Financial Planner Board of Standards, Inc. Website at cfp.net, and choose the “Search for a CERTIFIED FINANCIAL PLANNER Professional” option again.
- Input the name of the chosen financial planner(s) in the appropriate field, and then click “Submit.”
- Review the information about the financial planner; it will reflect any disciplinary action taken against the chosen professional.
- Contact the desired financial planner and make an appointment.
By following each step listed above, the process for how to find a financial planner will be safer than picking out a name in the telephone book, or choosing a random name from basic Internet search. This is the most responsible way to find a trustworthy financial planner.