- Joined
- Dec 31, 2006
- Messages
- 4,750
Tomorrow I have appointments (complimentary) with 2 different financial planners/advisors. I may set up an appointment with a third one to have 3 to compare.
I've already verified that they're certified, they don't have any disciplinary actions against them, etc. Both of them are fee-only, which is what I want.
Aside from whether I feel comfortable with them/like them (which I'll find out tomorrow) - what else would you ask or look for? What should I look out for?
One advisor is asking for quite a bit of information (not the documents per se, although they encourage you to bring them if you have a specific area of concern, but financial information) - which on the one hand I really like, but on the other hand what if I end up not liking them when I meet them? I tend to be super private and need to absorb things before making decisions, but this sometimes works against me (e.g., the person may not want to meet with me unless I provide all the info. Or, I may not get an as in-depth meeting and not be able to really judge whether I like how the CFP advises, his/her style, explanations, etc.) So would you just provide whatever information was asked for this initial meeting?
I've already verified that they're certified, they don't have any disciplinary actions against them, etc. Both of them are fee-only, which is what I want.
Aside from whether I feel comfortable with them/like them (which I'll find out tomorrow) - what else would you ask or look for? What should I look out for?
One advisor is asking for quite a bit of information (not the documents per se, although they encourage you to bring them if you have a specific area of concern, but financial information) - which on the one hand I really like, but on the other hand what if I end up not liking them when I meet them? I tend to be super private and need to absorb things before making decisions, but this sometimes works against me (e.g., the person may not want to meet with me unless I provide all the info. Or, I may not get an as in-depth meeting and not be able to really judge whether I like how the CFP advises, his/her style, explanations, etc.) So would you just provide whatever information was asked for this initial meeting?