Three Phases In Choosing a Financial Planner | HMM 16
Financial planning can be so intimidating, but not if you have the right financial planner watching your back. In this episode I share with you the 3 phases that involved when choosing a financial planner.
**Spoiler Alert #1** There is nothing complicated about what I share with you so don’t worry!
**Spoiler Alert #2** Just a reminder or if you are listening for the first time: I am not a financial planner or any sort, I cannot provide you advice on on investments but I can educate you on what to look for in a financial planner.
This is just my opinion so take what you like and run with it, the rest just leave it here :-).
What You’ll Learn In Today’s Episode:
- The difference between commission based vs. fee-based financial planners and why it matters
- One key question you can ask that will allow you to gather a lot of information on the financial planner
- A bonus resource of where you can quickly check and learn more about the financial planners you are interested in while making sure there haven’t been any complaints (kind of like a Better Business Bureau for the financial services industry)
Resources From This Episode:
The Broker Check Tool by FINRA
Sources to find fee-based Registered Investment Advisors (RIAs):
NAPFA (National Association of Personal Financial Advisors)
Want to find out more about financial planning?
If you want to hear more about financial planning and would like me to have a financial planner as a guest, leave a comment below well as what kind of questions you would like to have answered!
Abrazos (**hugs**),
P.S. THANK YOU for listening!
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