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Chapter 8. How to Choose a Financial Planner

Chapter 8. How to Choose a Financial Planner

AUTHOR’S NOTE

Many financial planners do not charge for the initial one hour consultation. The objective of this initial meeting is to learn about each other. Bring information to your first meeting such as a balance sheet, last year’s tax return, estate plan documents, insurance policies and retirement plan benefits. Be prepared to discuss your situation in specific terms.


You and the planner should be compatible. This is often determined by his/ her investment philosophy as compared to your own. Also you should feel a high level of trust (just as with your personal physician). You should feel confident and comfortable with your planner. The following checklist should help you to evaluate and select a financial planning professional:


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