How do I find a personal financial planner?

The professionals known as Personal Financial Planners specialize in helping people with a variety of financial problems.

Finding a trusted personal financial planner can be difficult. Referring to a friend or someone you trust is the best way to find a trustworthy advisor. You still have options if you are unable to find a financial adviser through your network of friends or acquaintances' personal financial planning.



First, most banks have a financial advisor that will give you free advice. Be aware that the advisor may try to sell you savings and investment products for the bank's profit. Advisors will be paid a commission for the sale of the product, usually the banks. It is possible that an advisor might be more motivated by a commission than by giving the best advice for your situation. This applies to advisors who offer free advice or invite you to a seminar.

You can also use some internet resources. The Financial Planning Association has a website that allows you to find certified financial planners. This designation is my favorite in the field. The code of ethics for Certified Financial Planners is designed to protect you as the receiver of financial advice. 

The Garrett Planning Network is another way to locate a financial advisor. You can visit its website to see if this type of financial advice suits you. The Garrett Planning Network offers objective financial planning services that are tailored to everyday people. This is in contrast to many other financial planners. If you prefer, these financial planners can also focus on specific financial tasks and work by the hour.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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