Be Sure You’re Getting Financial Planning Advice
A planner who also provides securities transactions or advice is regulated as a stockbroker or investment advisor. As a result, the term “financial planner” may be used inaccurately by some financial advisors. To be sure that you are getting financial planning advice, ask if the advisor follows the six steps described on The Financial Planning Process page.
- Financial Planning Process
- Benefits of Financial Planning
- Can You Do Your Own Financial Planning?
- What is a Financial Planner?
- Financial Advisors Who May Work With You
- Why Choose a CFP?
- Be Sure You’re Getting Financial Planning Advice
- Best Practices
- How to make financial planning work for you
- Common Questions About Financial Planning