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Author: Bedward Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 76404  
Subject: Are there any Financial Planners on this board ? Date: 2/15/2001 10:53 PM
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Are there any Financial Planners on this board ?
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Author: FoolWAM One star, 50 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 27933 of 76404
Subject: Re: Are there any Financial Planners on this boa Date: 2/16/2001 8:35 AM
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Yes, I am a financial planner, and there are many others here.

Alan

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Author: thehendrys Three stars, 500 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 27935 of 76404
Subject: Re: Are there any Financial Planners on this boa Date: 2/16/2001 9:29 AM
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I plan my own finances. Does that count?

:)

the hendrys

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Author: TheBadger Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 27936 of 76404
Subject: Re: Are there any Financial Planners on this boa Date: 2/16/2001 9:52 AM
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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/broker
5. banker

If 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.

TheBadger

P.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.







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Author: Ringfinger Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 27939 of 76404
Subject: Re: Are there any Financial Planners on this boa Date: 2/16/2001 10:24 AM
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Wow, I guess I plan my finances. Does that qualify me?

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Author: Bedward Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 27942 of 76404
Subject: Re: Are there any Financial Planners on this boa Date: 2/16/2001 12:32 PM
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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.

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Author: c130king One star, 50 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 27943 of 76404
Subject: Re: Are there any Financial Planners on this boa Date: 2/16/2001 12:32 PM
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TheBadger,

You left out "Spouse" from your list.

:0)

c130king

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Author: FoolWAM One star, 50 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 27944 of 76404
Subject: Re: Are there any Financial Planners on this boa Date: 2/16/2001 12:52 PM
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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, CFP

amcknight@scottkays.com

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