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This week, we talked to the XY Planning Network about the questions to ask and the steps to take before hiring a financial planner. We were joined by an awesome group of certified financial planners; including:
People don’t plan to fail, they fail to plan! A planner will help you get it done. @WrenneFinancial
Look a financial adviser who is a certified financial planner (CFP). They’re licensed and regulated, plus take mandatory classes on different aspects of financial planning.
Interview a few different people. There are many great planners out there, but it often comes down to a personality fit. @Sophiabera
Working with a Financial Planner is a relationship. Approach the search like you would a partner. @ErikOKlumpp