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Research and the time you should put directly into finding a financial planner is not any different than research and the time you should put in finding a good family doctor. You're looking after all, for someone you can trust and direct your fiscal health. But should you begin your investigation? Based on the National Association of Securities Dealers (NASD) there are no fewer than 69 different financial credentials which you may run into. This article will attempt to assist you narrow your search down before you even pick up the telephone and begin calling prospective coordinators.
As having a family doctor, the very best place to start your hunt is referrals from family and friends and ask who they work with. The very best coordinators out there will tell they get the majority of their new customers from referrals. You can also use the internet to find coordinators locally. A couple of sites out there provide good starting points. The Financial Planning Association (FPA) website includes coordinators who are fee-only, fee-based, or percentage-based. The National Association of Personal Financial Advisors (NAPFA) site just comprises those planners who adhere to a strict fee-only settlement model. All three reparation models will be clarified below.

There are four areas to consider: credentials, experience, how they are compensated, when determining what type of coordinator best suits you and your own family's financing, and to what regulatory standards must they adhere to.

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