Financial Planning Association
So how do you find a good financial planner? Begin by asking your friends, work associates, and relatives if they use a financial planner.
As part of your financial plan you will need to be sure you are adequately insured and have an estate plan as well so you can protect those you love as well as your assets.
Review your financial goals. Knowing when you want to reach them is your time horizon.
Everyone can benefit from financial planning.
Most of the questions from listeners are about credit and hiring a financial planner.
How can I find a financial planner I can trust?
It is always flattering when a listener asks if I will be their financial planner.
This is the CYA part of your financial plan. Step 5. Cover Your Assets!
You will need to figure out your net worth and do a cash flow to figure how and where you are spending your money.
The two major things listeners write to me about are credit and hiring a financial planner.