(Closed) How does one find a financial planner?

posted 7 years ago in Home
Post # 3
Member
2066 posts
Buzzing bee

You can find Certified Financial Planners on the Financial Planning Association website. 

My other suggestion is to use mint.com – its a great FREE budgeting website that also helps with other goals like getting out of debt. 

There are also a lot of great money self help books by Dave Ramsey and Susie Orman. 

Good luck!

Post # 4
Member
351 posts
Helper bee
  • Wedding: September 2010

Most banks can help you with some of that advice as well.

Post # 5
Member
216 posts
Helper bee
  • Wedding: August 2010

Sometimes Forbes lists the better planning companies in their magazine. I used to work at a financial planning firm- google them and I’m sure you’ll be able to find all sorts of them! Many companies host seminars for prospects (potential clients) so you can get a taste of their practice and what they’re all about. I’d highly recommend attending one of those before settling on somebody, as the market is still somewhat volatile and many firms have been downsizing. It’s great to know you have the assurance that your planner has been able to a) retain business in these times and b) has a secure outlook and c) hasn’t been involved in any of the ponzai schemes.

Best of luck!

Post # 6
Member
4137 posts
Honey bee
  • Wedding: May 2011

there are tons of free counseling services available to help with these things. make sure you read A LOT of reviews though, because many that deal with credit card debt especially are scams. also, i wouldn’t go through a bank — they don’t always have your best interest at hand. the best way to find someone is through word of mouth, but that’s not always possible.

whatever you do, make sure you do a lot of research. read reviews, check out the bbb, and make sure they’re accredited.

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