What should I consider when searching for a Financial Planner?
A CFP™ professional is for life, not just for Christmas. It’s important you find the right professional for you. You are trusting them with your future after all.
Consider whether they are the right fit for you. Do you see yourself partnering up with them long-term? Do they ‘feel’ right? Do they make you feel secure? In many ways, this is your chance to interview them. Here are some questions you may
want to ask as it is important that you do your own research beforehand: