How To Choose And Prepare To Meet A Financial Planner
How Can I Find A Financial Planner?
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There are a variety of ways to find a financial planner whose skills and resouces mesh with you and your situation.
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- Word of mouth: One of the best ways to find a financial planner is through the recommendations of friends, relatives, or colleagues. If you are in a support group, other members of the group may be able to recommend someone experienced with people with a serious health condition.
- Professionals: Lawyers, accountants, social workers, and other professionals you work with might know of planners who can help you.
- Professional Organizations: The two leading financial planner organizations can help you find a local professional. Check out:
- The Financial Planning Association at www.fpanet.org/plannersearch/search.cfm
- The National Association of Personal Financial Advisors at www.napfa.org/consumer/planners/index.asp
- Online portals such as
- Local Disease Specific Nonprofit Organization: People at your local disease specific nonprofit organization might be able to recommend a planner - or even provide one free of charge. If not, call organizations which work with other serious health conditions. They're likely to be willing to share information.
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