How To Choose And Prepare To Meet A Financial Planner

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:

• How Can I Find A Financial Planner?  
• Questions To Ask Before Hiring A Financial Planner  
  
• Check References and Background  
  
• How To Prepare For The Initial Meeting With A Financial Planner
  

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. 

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