King bell
VIP Contributor
Are you looking for a financial planner? Not sure where to start? Here's a three-step checklist to help you select the right planner for you.
1. Determine your financial goals.
What do you want to achieve financially? Do you want to retire early? Save for a child's education? Build up your emergency fund? Knowing your goals will help you narrow down the type of planner you need.
2. Consider your financial situation.
How much debt do you have? How much savings do you have? What's your income? Answering these questions will give you a better idea of the type of financial advice you need.
3. Choose a planner that aligns with your goals and situation.
There are many different types of financial planners out there. Choose one that you feel comfortable with and that has experience helping people in your situation.
Don't rush into selecting a financial planner. Take your time and choose someone who you feel confident with and that you can trust to help you reach your financial goals.
1. Determine your financial goals.
What do you want to achieve financially? Do you want to retire early? Save for a child's education? Build up your emergency fund? Knowing your goals will help you narrow down the type of planner you need.
2. Consider your financial situation.
How much debt do you have? How much savings do you have? What's your income? Answering these questions will give you a better idea of the type of financial advice you need.
3. Choose a planner that aligns with your goals and situation.
There are many different types of financial planners out there. Choose one that you feel comfortable with and that has experience helping people in your situation.
Don't rush into selecting a financial planner. Take your time and choose someone who you feel confident with and that you can trust to help you reach your financial goals.
