CERTIFIED FINANCIAL PLANNERS™: What You Need to Know
By Joe Pond, CFP® and Russ Hodgson, CFP®
Hiring a CERTIFIED FINANCIAL PLANNER™ is often a great move when you’re serious about getting your financial life into great shape.
If you’re looking to plan for your financial future – investing, saving for retirement, or taking on a new financial goal – it can be intimidating to go it alone, but getting the right help can be complicated as well. How do you know which professionals are qualified to assist you in your financial life, and which ones are right for your needs?
But before you begin searching for a CERTIFIED FINANCIAL PLANNER™, there are several things you need to know about hiring and working with a CFP®. Fortunately, we’ve got your guide to doing that right here.