Action Group - Action Financial Management - Choosing a CFP - What Else to Remember

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What else should I remember when selecting a planner?:

As more people call themselves "financial planners," finding the right professional to address your financial planning needs isn't always easy. It's important to take your time when choosing a financial planner, and before making a decision, become familiar with the planner's business style and understand the level of services he or she provides. Look for a measure of the planner's commitment to ethical behavior and adherence to high professional standards. Look for a financial planner who will put you and your needs at the center of every financial planning engagement. Most importantly, look for the CFP® or Certified Financial Planner™ marks.

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