What should I look for in a financial planner and what sort of questions should I ask when I start interviewing for one?
Hello, I am currently 20 years of age and about to get out of school and start making some real money and I want to start saving early so I can either retire early and/or retire well, invest well, saving for buying a house and college for my kids. I want to find someone who can help me with my financial decisions. Thanks
Answers | 3
A great source for this type of planner is the XY Planning Network. This group of like minded young planners is ready to help Gen X, Gen Y and Millennials with their finances. Check them out and find one that suits your style.
1. Financial Advisor Checklist - 17 Questions you can ask a prospective advisor.
2. Shopping for a Financial Advisor Blog Post - A post I did earlier this year about the considerations of finding a good financial advisor.
I hope this helps in your search!