The 5 most important factors to consider when choosing a financial planner


Choosing the right financial planner can be tricky, especially if you’re new to the world of finance and money management. Here are the five most important factors to consider when selecting a financial planner that you can trust with your money. You’ll have peace of mind knowing that your finances are being handled properly by someone who knows what they’re doing.

Does the planner have experience?

You want to make sure that the financial planner you’ve chosen has the experience necessary to help you reach your goals. Find out how long they’ve been in business and ask for references.

Do they have the proper credentials? (five sentences):

There are many different credentials that financial planners can earn, but not all of them are created equal. Make sure that the planner you’re considering has the credentials that matter most to you.
What is their investment philosophy?

Is the planner certified?

When it comes to financial planning, you want to be sure that you’re working with someone who is certified and has the experience to help you make the best decisions for your money.

What are the planner’s qualifications? (five sentences): In addition to being certified, you’ll also want to know what kind of experience and education your potential financial planner has. This will give you a better idea of whether or not they’re qualified to help you with your finances.


What’s your gut feeling about them?

You should always trust your gut feeling when it comes to making major life decisions and that includes choosing a financial planner. Here are the five most important factors to consider when making your selection

Are they licensed in your area?

If you’re looking for a financial planner, you’ll want to make sure they’re licensed in your area. Depending on the type of financial planning they do, they may need to be licensed by the state or by the federal government. You can check with your state’s licensing board to see if they’re licensed in your state.

Do they have experience with clients like you? (five sentences):

You’ll also want to make sure that the financial planner has experience working with clients like you.

Do they have some sort of client testimonials?

When looking for a financial planner, one of the first things you should consider is whether or not they have any client testimonials. This can give you a good idea of the quality of their work and whether or not they are able to deliver on their promises.