If the question is how to find the right financial planner, then here are a few tips of Ray Mirra in finding the right financial planner. Being the financial planner himself, Ray Mirra writes online about financial tips for the people helping them to get out of their financial issues. This about how to find the right financial planner, here goes his tips about it.
Qualification and experience always to be considered, accordingly the qualified and the most experienced financial planner has to be chosen. Knowing previous clients and checking how much the financial planner sounds knowledgeable, the right one has to be picked. The experience, qualifications, previous clients and knowledge sense pivotal role while selecting the right.
Mostly financial planners employed in small companies sounds lesser knowledgeable to handle our financial issues and guiding us the most appropriate as well as the effective way. Check the company role to which he/she was employed and his/her roles as well as responsibilities there. These all gives us the clarity about the guidance that will be given to us.
Ask questions, yes! His/her answers to the questions shows his ability and gives us the confidence to trust. Finally, how much would be the charges for providing his/her services, whether the financial planner is affordable to us is checked and at last the right financial planner can be selected.