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Have a Plan for Your Financial Planner

May 20, 2010

If you’ve decided to work with a financial planner, start with the basics: Find out how the professional is licensed, check that they’re in good standing, and ask how they’re compensated so you’re aware of any potential conflicts of interest. CERTIFIED FINANCIAL PLANNER[™ professionals] are ethically bound to operate on a fiduciary standard, meaning they have promised to do what’s in your best interest.

Sarah Morgan
May 20, 2010

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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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