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Author: 2gifts Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 75649  
Subject: Re: Financial Planners Advice Date: 9/14/2007 8:36 AM
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5. I have no problem with the age. We just "hired" a nice salaried advisor, with very good support, primarily as the last step for my financial planning. I may "know it all" but if I take the dirt nap tomorrow I want someone both DW and I trust for DW to work with, and I'd like to have worked with that person over time. That was a HUGE hole in my plan that I think I've filled.


How did you find this person? We've been trying to find such a person for a few years now. We test drove with one guy, but that didn't work out. We're now talking to a couple of folks, but I keep coming back to the same answer - I should just leave well enough alone, put everything in place, and then let DH find someone when the time comes since he'd be set for quite a while, and wouldn't have to rush into finding a planner to help him along.

I'm 49 and DH is 50, so I'm thinking we have some time before we'd hopefully need this person. What made you decide to do it now, and how did you find someone suitable?
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