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Chapter 22. Getting Help > Before Reaching for Your Wallet - Pg. 230

Getting Help 230 Warning! When you begin your search for a financial planner, don't let your fingers do the walking here. Stay away from the Yellow Pages. Yellow Pages are okay if you're looking for a pizza parlor, but not someone to whom you are about to entrust your life savings. Next, you will need to interview several planners--at least three. Many advisors offer a free intro- ductory consultation. During this interview, you will have the opportunity to ask questions about the planner and his firm. Don't be afraid to ask tough questions. Remember, this is your money, and you will never find anyone as interested in it as you are. Grill him just like you did your daughter's first boyfriend. Before Reaching for Your Wallet The following is a list of questions that you may want to consider asking a potential planner during the interview process. You should be comfortable asking, and a planner should be comfortable answering them. If the planner stumbles or hesitates on any of the questions, begin to wonder why.