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A great way to begin is to check them out with the Financial Standards Council. Although they may have accreditation through the FPSC only the Financial Standards Council will share with you experiences they have had with other consumers and a little bit more about them as an individual. The Financial Standards council is a great place to go to find a financial planner that is a right fit for you, your family and your finances. You can find out more at www.FinancialStandardsCouncil.com
I had to teach myself about money. Most of us do not understand money. Because we didn't have teachers to teach us about money.
I think a nice start if you are under the age of 45 is a portfolio that is worth more than $ 1 million, with at least $150,000 in savings, plus at least $400,00 or more as an available cash out in busniess ventures, while creating a separate steady income flow that has a mix of 60% equities and 40% bonds that would allow you at least a $70,000 a year income.
Best wishes for the future...
What else can I help you with?
Who can provide you with good debt advice?
A person that can provide you with good debt advice would be your financial planner. A financial planner can be found at a bank. Preferable a bank that you trust.
I would like to become a certified financial planner, any good resources to find good classes ?
The Certified Financial Planner Board of Standards has a great guide on their website. Check with the universities in your area for programs; if they do not offer one they will probably know where you can find one.
What banks have good financial planners?
You can find a good financial planner at www.tdameritrade.com or your local bank can direct you to a good one.
What is a good online financial planner?
A good financial planner that is usable on-line is excel from Microsoft , this allows you do use a marker and draw directly on the screen , this is the only software that has this built-in feature
Personal Financial Planner?
form_title=Hire a Personal Financial Planner form_header=A personal financial planner can help keep your finances in order. Do you know how long you would like to plan for?=_ Do you have any investements or securities?= () Yes () No Do you currently have a budget?= () Yes () No
How to choose a financial planner that best suits your needs and goals?
To choose a financial planner that best suits your needs and goals, consider their qualifications, experience, and expertise in areas relevant to your financial situation. Look for someone who is a Certified Financial Planner (CFP) and has a good track record of helping clients achieve their financial goals. Additionally, make sure the planner's approach aligns with your own financial philosophy and that you feel comfortable discussing your finances with them.
Do you need financial planner?
An individual does not have to have a financial planner, but it's a good way to go as they help you make the most of your investments right through to if it's a good idea to take out a loan. They can help you sometimes in paying off your mortgage sooner.
What would you call a financial planner and a funeral pre-planner?
Arrangers
What is needed to obtain financial planner certification?
If one wanted to become a financial planner, one must obtain the proper certification needed. One would need to obtain the Certified Financial Planner (CFP) designation.
Difference between a Financial Adviser and a Certified Financial Planner?
Anyone can call themselves a financial planner since there is no licensing requirement. However a Certified Financial Planner (CFP®) has to have completed extensive education requirements, passed a grueling exam, have a minimum three years experience and must abide by the code of ethics of the CFP Board.Additionally, a Financial Adviser is one who has extensive experience in financial planning, aside from being a certified financial planner.
What type of license is required to be a financial planner?
Currently, there is no special licensing requirement to become a financial planner. However, many financial planners earn a certified financial planning (CFP) or chartered financial consultant (ChFC) designation. To become a reputable financial planner in the US, you need to have a CFP Certification conferred by the Certified Financial Planner Board of Standards, Inc. (CFP Board), Financial Planners Standards Council in Canada, etc. depending on the country.
Is a financial planner a good person to hire to help me organize my finances?
Whether a financial planner can help you organize your finances depends upon the problems you are facing. They can work to determine if you are using your money well, make a budget and plan for the future.The Certified Board of Planners(http://www.cfp.net/) can help you find a financial planner to help you handle your money problems.
