Set up an appointment to speak with two or three advisors to get an idea of their personalities and planning styles.
Choose a certified financial planner near you. Check the planner’s pay structure to ensure the fees suit your budget.
Run a complete background check on your financial advisor. Determine what type of software protection is used to guard your personal information.
If you have a specific goal in mind, such as saving for a house, share that goal with the planner. Many financial planners specialize in a specific type of planning, so find one who supports your goals.
If you are not being treated in an acceptable manner, choose another planner. Financial planners are available for all income levels and savings goals.
If a financial planner states that his or her services always outperform market averages, choose another planner. Unrealistic expectations make it difficult to trust the professional when plans fail.
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Hiring an expert costs money, but it’s their job to find mistakes.
Choose a financial planner who is a fiduciary.
Avoid using a financial planner with a commission-based pay scale.