Noel Maye
Noel Maye
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Be prepared for the first meeting by bringing a list of questions. Do your homework, but understand yourself a little bit before you go describing yourself to a stranger.
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The most obvious red flag is that thing called intuition. If there is a level of discomfort on part of the person meeting with the planner they should not get involved.
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One of the things we're seeing in the profession now is that a lot of practices are growing from one-person firms.
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The guy who brought you a pizza last night can be a financial planner today and be breaking no laws.
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It is unbelievable. People will spend more time planning their vacation than researching the person they are going to trust their future with.
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People often confuse financial planning with investing, but financial planning is much broader than that.