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Show profile Hide profileBefore you even begin the financial planning process you need to find a good certified financial planner. Without a good CFP, the entire financial strategy could end in failure, costing you your wealth and your dreams. You can't develop a good plan without a CFP, which is why this is the very first step and perhaps the most important and influential step.
You should choose a CFP that is experienced and knowledgeable, as well as one that is located near you. Furthermore, you should choose a CFP with fiduciary responsibility, meaning they have the heart of a teacher and not a salesperson, looking out for your best interests.
Before you even begin the financial planning process you need to find a good certified financial planner. Without a good CFP, the entire financial strategy could end in failure, costing you your wealth and your dreams. You can't develop a good plan without a CFP, which is why this is the very first step and perhaps the most important and influential step.
You should choose a CFP that is experienced and knowledgeable, as well as one that is located near you. Furthermore, you should choose a CFP with fiduciary responsibility, meaning they have the heart of a teacher and not a salesperson, looking out for your best interests.
