You are here: Home Finances Financial Planning How To Choose And ... Summary
Information about all aspects of finances affected by a serious health condition. Includes income sources such as work, investments, and private and government disability programs, and expenses such as medical bills, and how to deal with financial problems.
Information about all aspects of health care from choosing a doctor and treatment, staying safe in a hospital, to end of life care. Includes how to obtain, choose and maximize health insurance policies.
Answers to your practical questions such as how to travel safely despite your health condition, how to avoid getting infected by a pet, and what to say or not say to an insurance company.

How To Choose And Prepare To Meet A Financial Planner

Summary

Next »

1/5

To locate a Financial Planner that works for you:

  • Consider the person's experience and education, the method by which the planner charges for his or her services, and the amount of the charge.
  • Check references.
  • If you're considering giving a planner control over your money, in addition to checking on the person, ask for proof that he or she is bonded and has errors and omissions insurance.
  • Meet the planner in free introductory meeting. Prepare for the meeting.

Beware any planner who uses high-pressure tactics to sell you a product or to get you to sign an agreement. Also be wary of any planner who promises unusually high returns on your investments.

For information, see:

TIP: Just as you don't surrender all control over your health to your medical care team, it is advisable to keep oversight over a financial planner reather than entirely hand the reins to your finances over to a financial planner.If you are not comfortable overseeing the planner, ask a trusted family member or friend to do it for you. 


Please share how this information is useful to you. 0 Comments

 

Post a Comment Have something to add to this topic? Contact Us.

Characters remaining:

  • Allowed markup: <a> <i> <b> <em> <u> <s> <strong> <code> <pre> <p>
    All other tags will be stripped.