Find a Financial Planner That Understands You
Don’t just put your money with the first financial planner you meet with. Do your research online, then ask around. Often, word of mouth is the best way to find a great financial planner.
Ideally, you should ask friends or relatives who have similar goals and strategies regarding finances. This will help you find a financial planner who is a better fit. You can find a financial planner through your local bank, a brokerage firm, or through a professional organization, such as The Financial Planning Association.