Before you decide to trust a financial planner with your finances, be sure to meet the person at least three times. Never force yourself to make a decision based only on a telephonic conversation with the financial planner in question.
Dismiss the financial planners who appear to sound too rushed up. If the asset minimums stated by the financial planner cannot be afforded by you, it will be good to stop your association with them immediately.
You must impart your present financial information to the financial planner. To provide you with a good plan, the financial planner essentially requires knowledge about your insurance policies, tax returns, cash flow statements, employee benefit statements, pension plans, investment portfolios and more.
