Are there any Financial Planners on this board ?
Yes, I am a financial planner, and there are many others here.Alan
I plan my own finances. Does that count?:)the hendrys
There are probably lots of financial planners on this board as well as the related boards. However, the real question is what financial issue/problem do you need to solve?As I have always suggested, a financial planner is a generalist; maybe even the captain of your financial team. At a minimum, other team members include:1. accountants (general & tax)2. insurance broker (life/health & prop/casualty)3. attorney(s)4. investment analyst/specialist/broker5. bankerIf your life is a financial mess or otherwise requires a complete review & overhaul; then by all means seek out a CFP; conversely, if you have a target issue; then go directly to the targeted professional who specializes in solving that issue.TheBadgerP.S. Further, I am still of the belief that financial planners should be paid to PLAN; not to do. The instant the planner also provides the solution; one creates an unavoidable "conflict of interest" which may or may not be in the client's best interests.
Wow, I guess I plan my finances. Does that qualify me?
Do you have a CFP designation? I am interested in possibly pursuing financial planning as a career and want to insight into what the career holds.
TheBadger,You left out "Spouse" from your list.:0)c130king
Do you have a CFP designation? I am interested in possibly pursuing financial planning as a career and want to insight into what the career holds. Yes, I am a CFP. Feel free to write or e-mail me with questions.Alan McKnight, CFPamcknight@scottkays.com
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