HOW TO CHOOSE A FINANCIAL PLANNER A financial planner can help advise you on how to save, invest, and grow your money. If you have a specific goal for your finances, a financial planner can help you manage your money to achieve that goal. It's important to...
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HOW TO CHOOSE A FINANCIAL PLANNER A financial planner can help advise you on how to save, invest, and grow your money. If you have a specific goal for your finances, a financial planner can help you manage your money to achieve that goal. It's important to evaluate a potential financial planner very carefully, as the planner you go with will be responsible for your savings and investments. Knowing how to evaluate and choose a financial planner can help you plan for your future and get the most out of your investments. NARROWING DOWN YOUR OPTIONS Evaluate your financial goals. Before you choose who will manage your money, you should know what your goals and expectations are for that money. Consider the advantages of a CFP. When looking for a financial planner, it's best to choose someone who is licensed as a certified financial planner (CFP). Search for CFPs. Once you've narrowed down the qualifications/certifications to search for, you can begin looking for a certified financial planne
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