Choosing a Financial Planner

Mark Johansson: Hi!

. My name is Mark Johansson. I am a member of the Financial Planning Association also known as FPA. Managing your personal finances is ultimately your responsibility. However you don't have to do it alone. A qualified financial planner can help you make decisions and make them most of your financial resources.

Today, I am going to talk about the process of choosing a financial planner. From choosing the right planner to questions you need to ask. I will walk you through process and discuss each step in detail.

First, I will discuss how to know if you need the services of the financial planner. Managing your money is very important and sometimes it takes more time than you have to dedicate. Next, I will tell you how to start looking for a financial planner and how to choose a right one. It is important to find a planner who will point your needs and best interest first. Then, I will tell you why full disclosure is a vital element of choosing a planner. The planner should be forthright in providing answers about their work experience, compensation, methods of planning and so on. Finally, I will discuss how planners charge. Planners can be payed in a variety of ways and it's important to find a particular compensation that best suites your needs.

Before we get started, let me tell you little bit about the Financial Planning Association. The Financial Planning Association connects those who provide support and benefit from financial planning. We provide a variety of educational resources, tools and services to help discover the value of financial planning and help you achieve your life goals and dreams. Our destiny is to help create a world where every one thrives and prospers. So let's get started on selecting a financial planner that's right for you.