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Intro: |
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| Be aware that some professionals refer clients to each other as favors, not necessarily because they truly think the planner is best for the client. |
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Choosing a financial planner is a bit like choosing a doctor: The best method is to get recommendations from friends and referrals from professionals. Ask friends if they've used the services of a financial planner. If they have, ask how long they've worked with the planner, what his or her specialties are, and the benefits of their financial plan. If you've worked successfully with someone in the finance field who's not a planner, such as an investment advisor or a tax attorney, call and ask if he or she can recommend someone. Also ask about the planners you've heard about from your friends, as he or she may know something about their professional reputations. If you don't know anyone who can give you a personal referral, call professional associations to get some names of planners in your area. Look online or in the phone book for information about national accounting and financial planning trade organizations. Although referrals, both personal and professional, are great starting points for your search, you should never rely solely on someone else's word. Even if you trust the person completely, be it a work colleague or relative, he or she shouldn't be held responsible for your final decision.
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Get a recommendation
