Certified Financial Planner
May 22nd, 2008When you look at the job your Marin certified financial planner is doing, it is important to recognize when they are helping you or if they are hurting you, financially. Here are a few key things that a good certified financial planner will do for you:
· They will be trustworthy. A good planner is an honest planner. If you think something is not right, or if you feel that your planner is keeping something from you, ask about it. If they avoid the questions, then you need a new one. A good planner will be upfront about the decisions he or she is making about your money.
· They will put your needs and wants ahead of their own. Some planners have their own agendas that they want to push. Do not let them! A reputable Marin certified financial planner will always look at what is best for the client, not for themselves.
· They will listen. In order for them to help meet your needs and wants, they need to listen carefully and dutifully to what you have to say. That way, they are informed, and they can make the proper decisions.
Working with a Marin certified financial planner is a smart move, but you need to be active in analyzing what they are doing for you, and if they could be doing it better.