http://thesmarterwallet.com/2009/certified-financial-planner/ Money Tips, Consumer News and Product Reviews To Improve Your Finances Tue, 07 Feb 2012 05:52:20 +0000 hourly 1 http://wordpress.org/?v=3.2.1 http://thesmarterwallet.com/2009/certified-financial-planner/#comment-8783 Kristin Harad Fri, 14 Aug 2009 18:49:04 +0000 http://thesmarterwallet.com/?p=7343#comment-8783 Fantastic argument that pretty much tells you what to expect from a CFP. I'd add that when looking for a CFP, Try to find a planner who is at about your same life stage so that they have a good understanding of where you are and where you want to be. For instance, I have two young children and my whole practice is geared towards new and expectant parents. I am highly tuned into the challenges that come with a growing family and can closely relate to my clients. On the other hand, I wouldn't take on a client who is nearing retirement, since I don't have as much insight to their goals and worries. Fantastic argument that pretty much tells you what to expect from a CFP. I’d add that when looking for a CFP, Try to find a planner who is at about your same life stage so that they have a good understanding of where you are and where you want to be. For instance, I have two young children and my whole practice is geared towards new and expectant parents. I am highly tuned into the challenges that come with a growing family and can closely relate to my clients. On the other hand, I wouldn’t take on a client who is nearing retirement, since I don’t have as much insight to their goals and worries.

]]>