There are no guarantees in life, but Liz Davidson and Susan Bradley suggest you can dramatically increase your chances of finding the right planner by applying the same common sense and rigor to the hiring process as you do to life’s other critical decisions.
They suggest you follow some simple steps to assure that you don’t end up with a salesperson masquerading as a planner. Here are their pointers.
Step 1: Investigate your options.
Step 2: Consider credentials.
Step 3: Conduct interviews.
Step 4: Check references and regulatory records.
Step 5: Consider how the planner is paid.
Step 6: Settle on one single planner.
You can read more about each of these steps in the Forbes article written by Davidson and Bradley by clicking here.