Comments on: When and How to Hire a Financial Planner http://blog.budgetpulse.com/2009/08/13/when-and-how-to-hire-a-financial-planner/ Personal Financial Management Thu, 11 Mar 2010 16:23:24 +0000 http://wordpress.org/?v=2.8.4 hourly 1 By: Craig http://blog.budgetpulse.com/2009/08/13/when-and-how-to-hire-a-financial-planner/comment-page-1/#comment-1436 Craig Mon, 17 Aug 2009 14:20:03 +0000 http://blog.budgetpulse.com/?p=514#comment-1436 @Kristin That is great advice. Finding someone at a similar life stage will make you feel more comfortable with your decision and both of you will have similar goals and be able to relate to one another. What do you recommend for a recent grad? @Kristin That is great advice. Finding someone at a similar life stage will make you feel more comfortable with your decision and both of you will have similar goals and be able to relate to one another. What do you recommend for a recent grad?

]]> By: Kristin Harad http://blog.budgetpulse.com/2009/08/13/when-and-how-to-hire-a-financial-planner/comment-page-1/#comment-1420 Kristin Harad Fri, 14 Aug 2009 18:51:25 +0000 http://blog.budgetpulse.com/?p=514#comment-1420 Try to find a planner who is at about your same life stage so that they have a good understanding of where you are and where you want to be. For instance, I have two young children and my whole practice is geared towards new and expectant parents. I am highly tuned into the challenges that come with a growing family and can closely relate to my clients. On the other hand, I wouldn't take on a client who is nearing retirement, since I don't have as much insight to their goals and worries. Try to find a planner who is at about your same life stage so that they have a good understanding of where you are and where you want to be. For instance, I have two young children and my whole practice is geared towards new and expectant parents. I am highly tuned into the challenges that come with a growing family and can closely relate to my clients. On the other hand, I wouldn’t take on a client who is nearing retirement, since I don’t have as much insight to their goals and worries.

]]> By: fwisp.com http://blog.budgetpulse.com/2009/08/13/when-and-how-to-hire-a-financial-planner/comment-page-1/#comment-1402 fwisp.com Thu, 13 Aug 2009 15:27:12 +0000 http://blog.budgetpulse.com/?p=514#comment-1402 <strong>When and How to Hire a Financial Planner | BudgetPulse...</strong> Financial planners provide personal finance management, and their help allows simple people to find solutions to big problems. If you are looking for help setting long-term goals and you want to know where you can go in the future in terms of savings a... When and How to Hire a Financial Planner | BudgetPulse…

Financial planners provide personal finance management, and their help allows simple people to find solutions to big problems. If you are looking for help setting long-term goals and you want to know where you can go in the future in terms of savings a…

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