Comments on: Choosing a Financial Planner That is Right for You

By: Natalie Roberts

Natalie Roberts — Sat, 05 Sep 2009 16:16:23 +0000

Miranda, I couldn’t agree more.

“Above all, the key to selecting a great financial planner is research, references and personal interviews.”

This really hits home with us. You can Rate & Review FAs and CPAs at fabeetle. http://fabeetle.me/b6wc

Thanks again!

By: financial adviser

financial adviser — Wed, 26 Aug 2009 23:32:54 +0000

Great, in-depth article. It’s clear that Americans need financial help, but how do they find it?

Our firm, http://www.claroconnect.com matches people to financial advisors and planners. You should research the advisor’s qualification, fees, investment philosophy and think about what expectations each of you have for the relationship. Another thing many people don’t realize is that there are financial advisors who focus on business owners, retirees, women, socially responsible investing, and many other niches. So it is important to find an advisor who has experience working with other people in a similar financial situation.

By: Miranda

Miranda — Mon, 24 Aug 2009 19:43:51 +0000

Thanks for the comments! And thanks especially to Natalie for including Canadian info and reminding us all of the BBB!
Miranda´s last blog ..Saturday Staples: Personal Finance Reading

By: Natalie

Natalie — Mon, 24 Aug 2009 15:07:04 +0000

Great article. For the sake of Canadian readers, let me add that you can check your planner’s registration with your securities regulator (find yours here: http://www.securities-administrators.ca/investortools.aspx?id=90) or check with the Better Business Bureau for any history of complaints against him or her.
Natalie´s last blog ..Entertainment Investments

By: Alan

Alan — Mon, 24 Aug 2009 09:21:23 +0000

Your article on this blog is fantastic.
Well done! I’m a big fan of your blog and be sure to keep up the great work.
I plan on returning and linking to your site. Sincerely, Alan H. http://www.alanhaft.com

By: How To Do a Background Check on Your Financial Advisor

How To Do a Background Check on Your Financial Advisor — Sat, 22 Aug 2009 14:49:43 +0000

[...] choosing a financial planner, one thing you might want to consider is if they are a Certified Financial Planner™ [...]

By: Kristin Harad

Kristin Harad — Fri, 21 Aug 2009 21:17:07 +0000

Nice summary, always appreciate articles like this. Now more than ever a financial planner is a critical part of your team, which may also include your stock broker, insurance agent, tax planner and estate planner. Financial planners are usually best at looking at your complete and comprehensive picture so you can make sure your life goals and financial resources are best aligned.