Working with a Certified Financial Planner
If you’re interested in working with a Certified Financial Planner, the most important thing is finding someone you relate to and can trust.
Always listen to your gut when deciding whether or not to work with a potential financial planner. Remember, they work for you and should always operate in your best interest. Make sure you find someone who values you as a client and treats you with respect.
Don’t be afraid to ask questions. A good financial planner will take the time to explain your options to you, so that you can make better decisions for your future.
- In-person, fee-only financial planning in the tri-state area.
- Virtual financial planning via Google Hangouts or Skype for those who are not located nearby.
- Spread the wealth. Coordinate a financial seminar for your workplace or next community event.
I’m not your typical Certified Financial Planner.
For starters, I only work with clients who are truly ready to make a difference in their financial lives. Think of me as a personal trainer for your finances.
I work with individuals and couples of all ages from all over the world. Many of my clients work in creative fields like fashion, music, publishing and television, so I have extensive experience with the unique financial planning needs that creative people often encounter. I also work with plenty of young professionals, like lawyers, doctors and educators who need help balancing retirement planning with student loans and other competing financial priorities.
Everyone, no matter how successful or wealthy, experiences money-related stress. The whole point of financial planning is to eliminate that stress so you can feel confident with the decisions you’re making. With a little bit of effort up front, you can put your finances on auto-pilot and enjoy the ride until your next big life event gives you reason to revisit your plan.
Disclaimer: The one thing I don’t do (besides accept excuses) is provide investment advice.
I am a Certified Financial Planner, but I am not an investment advisor. Most people’s investment needs are simple. Far simpler than the financial services industry makes it seem. Services like Vanguard Personal Advisor and Schwab Intelligent Portfolios provide high quality investment guidance for a reasonable price. If you choose to pay for investment advice, make sure you understand how the advisor is compensated. If you don’t know, ask. There are no dumb questions when it comes to financial fees. It’s your money. Keep more of it.