Seek out someone who has the CERTIFIED FINANCIAL PLANNER™ designation, to know that your planner has spent the time and energy to be educated about the subject matter. Find someone who has years of experience dealing with other people in circumstances similar to yours. Meet with the planner and understand very clearly how they will be compensated for the advice that they supply, and know what services will be provided to you over the years. Trust is one of the most important elements in your relationship with a financial professional.
Barbara A. Warner, CFP®
September 19, 2008