Noel Maye
Noel Maye
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The consumer has to be an active participant in planning for their future. You need to work with the financial planner so he or she can educate you in the process.
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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.
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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.