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Your money is personal. Your financial plan should be, too.

HOW TO CHOOSE A FINANCIAL PLANNER

 

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Education is important.

Your financial planner should have the CERTIFIED FINANCIAL PLANNERTM designation and be required to act as a Fiduciary (which means in your best interest).

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Personality is key.

The right planner for you will meet your communication needs and will make you feel comfortable when diving into your own financial details. They’ll also be happy to dig into or break down topics to ensure you’re on track with recommendations and feel educated and empowered around your money

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Experience is a must.

Your financial planner should be able to speak to the types of experience they’ve had in the industry and the variety of clients they work with now and it the past.

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Transparency is fundamental.

The financial planner you choose to work with will openly discuss their planning process and fees in detail, outline expectations, and then meet them.

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Fee-only is a plus.

Look for a financial planner who will only be compensated for the advice they are giving you and not for selling you a product.

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Ask questions.

Asking questions is important when it comes to choosing a Financial Planner that is right for you. Make sure you’re comfortable with your planner based on their education, experience, personality and fees.

Have a list of questions around your finances? Thinking about your goals for the future?

We’ve partnered with Abacus Wealth Partners to provide comprehensive financial planning and help you make smart choices with your money.

At Abacus, we understand the considerable amount of time and emotional energy spent worrying about whether you truly have enough to achieve your most important goals.

Whether it’s saving for retirement, managing your investments, planning for your career, stashing away for your kid’s education, or having a clearer picture of how to integrate your business and personal finances to make your life work, we’re here to help.

    Schedule your introductory call with an Abacus Advisor using the calendar below. During this time, we’ll get to know you and explore your individual needs. Here’s how it works:

    • We’ll meet via phone to talk about your current financial situation and goals.
    • We’ll identify your questions, concerns, and options.
    • We’ll lay out your next best steps.