Choosing a planner is one of the most important financial decisions you will make. This decision takes some research on your part, but partnering with the right financial planner can reduce stress around your finances and help you build a more secure future.
Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board’s rigorous requirements can call themselves a CFP® professional. Learn why a CFP® professional provides you confidence today and a more secure tomorrow.
Get informed on key issues you’ll want to explore before you decide on a financial advisor. You can ask these questions at your first meeting or send them in advance so your potential financial advisor can be ready to address them when you meet.
You can hire a CFP® professional to help you address a particular financial need (such as planning for college) or create a holistic financial plan. Learn about the two main types of services a CFP® professional offers: financial advice and financial planning.
You have many choices when it comes to the type of financial professional you might hire. The different types of advisors serve different functions, so it’s important to know what each one brings to the table. Here are some of the most common types.
