
1320: Ask Farnoosh: Your Top Tax Questions Answered & Quickest Way to Save for a Downpayment
So Money with Farnoosh Torabi
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Working With a Financial Planner
The most important thing when you're looking for a financial adviser or planner is that they understand your life situation. If you're going to pay someone money to give you investing advice, work with somebody who is a certified financial profession. Asking around colleagues, friends, relatives, do you recommend this person? I find that that is also a fast way to finding someone who can work well with you. And i would recommend that you ask about their prices and their fees and see if there are flexible ways to work with a planter.
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