Maybe you’re finding that investing on your own, even if you’re good at it, swallows time you’d rather be using to do something else. Or maybe the investments you pick have results that are sinking faster than the Titanic. Or it could be that investing on your own scares the tar out of you. Maybe you need a fresh pair of eyes and some consultation while you have the final say over every investment decision.
Whatever the reason, you’ve decided to put managing some or all of your money into someone else’s hands, or at least consult with someone on a more or less regular basis. But you want to be as certain as you can be that the person you’ve picked is the right person for the job.
That means interviewing a couple of different planners to try them on for size. You’ve got to see who’s the best fit for you. Use your first meeting as both an exercise in gathering crucial information and a test of the chemistry between you and the planner. When you’ve sifted through all the information you’ve gathered from your interviews as well as the impressions you’ve accumulated and then made your choice, don’t put all your money and confidence with this one person. Have a couple of money pots.
Financial planners are a varied lot. That’s why one of the first special reports I’m offering as Your Straight-From-the-Shoulder Consumer Advocate is on this topic. There’s just sooo much to know – and understand – and avoid! I prepared this information for myself initially to help me make the best choice. The more I learned the more I realized there was to know about this subject area. I spent months researching, interviewing and testing the waters until I was satisfied.
Now I share my results with you.
To pick up Protecting Your Financial Future: Picking the Right Financial Planner For You! Just click here.
This report just may be the wisest investment you’ll ever make in your life!
© David Kohn All Rights Reserved