A while ago, before I became a financial planner, my mother said to me, “I need a financial planner, how do I find one?” While I was planning to eventually become a financial planner, I wanted to hire a professional for my mother.
Our Two Cents
The financial planning landscape can be pretty confusing. Not only is it difficult to figure out who has your best interests in mind (as the debate over the fiduciary standard is pretty confusing), but it’s also difficult to figure out who is in the business of EARNING their fee, vice collecting it. I believe in transparency and always acting in the best interests of my clients.