Why Writers Need a Financial Planner

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Why Writers Need a Financial Planner

Mar 02, 2011

Nancy Trejos: If you decide to go the planner route, think of it as hiring a therapist. You're going to have to reveal a lot to this person, so take the hiring seriously. Get referrals from friends or other confidantes. Meet with the planner in person and interview him or her. Find out how he or she will be paid. By commission or a set fee?... Find out if he or she is licensed by your state or Financial Industry Regulatory Authority in Securities or Insurance. Check on his or her background with FINRA, the Certified Financial Planner Board of Standards Inc., or other relevant professional organizations. Find out if he or she has ever been disciplined by any of those organizations. Read more >

Marcela Landres
March 2, 2011
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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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