Choosing a Financial Planner
Get the latest Flash player
Choosing a Financial Planner
Financial Planning Services
Looking for & Choosing a Financial Planner
The Importance of "Full Disclosure"
Financial Planner Fees
How to Repair your Credit
Financial Planning Basics
How to Save Money
Choosing a Financial Planner
How to Create a Budget
Financial Survival After a Job Loss
Kids And Money Management
Investment For Beginners
Six Steps For Organized Finances
Successful Money Saving Steps
The Importance of a Written Financial Plan for Retirement
Successful Money Saving Steps
Six Steps For Organized Finances
Annuitizing Income
Picking The Perfect Financial Planner
Beginners Budgeting Basics
Saving Money With Coupons
Investment For Beginners
Investment Planning
Best Investment Options
Investment Strategies
Investment Management
The Financial Planning Association (FPA) is a nonprofit, leadership and advocacy organization connecting those who provide, support and benefit from financial planning. FPA represents a promise of financial well-being, hoping to create a world where everyone thrives and prospers. Based in Denver, Colo., FPA has 96 chapters throughout the United States representing more than 25,000 members involved in all facets of providing financial planning services. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA is the premier resource for the public to find a financial planner who will deliver advice using an ethical, objective, client-centered process.
Choosing a Financial Planner
Mark Johansson: Hi!
. My name is Mark Johansson. I am a member of the Financial Planning Association also known as FPA.
Transcripts
Mark Johansson: Hi!
. My name is Mark Johansson. I am a member of the Financial Planning Association also known as FPA. Managing your personal finances is ultimately your responsibility. However you don't have to do it alone. A qualified financial planner can help you make decisions and make them most of your financial resources.
Today, I am going to talk about the process of choosing a financial planner. From choosing the right planner to questions you need to ask. I will walk you through process and discuss each step in detail.
First, I will discuss how to know if you need the services of the financial planner. Managing your money is very important and sometimes it takes more time than you have to dedicate. Next, I will tell you how to start looking for a financial planner and how to choose a right one. It is important to find a planner who will point your needs and best interest first. Then, I will tell you why full disclosure is a vital element of choosing a planner. The planner should be forthright in providing answers about their work experience, compensation, methods of planning and so on. Finally, I will discuss how planners charge. Planners can be payed in a variety of ways and it's important to find a particular compensation that best suites your needs.
Before we get started, let me tell you little bit about the Financial Planning Association. The Financial Planning Association connects those who provide support and benefit from financial planning. We provide a variety of educational resources, tools and services to help discover the value of financial planning and help you achieve your life goals and dreams. Our destiny is to help create a world where every one thrives and prospers. So let's get started on selecting a financial planner that's right for you.
Picking The Perfect Financial Planner
Financial Survival - Planning
Financial Survival - Basics of Job Severance Packages
Financial Survival - Insurance and Retirement Plans
Financial Survival - Creating a Spending Plan
Financial Tips To Survive Job Loss
Budgeting - Taking Financial Control
Financial Strategy For A Down Economy
Financial Planning
Financial Service by sophies12 at 01/28/10 05:52AM Flag
"The House Financial Services Committee today [began] marking up a bill that would create a new consumer protection agency and increase regulation of a number of financial products, including credit cards, insurance, mortgages and "derivatives." Even as members of the committee consider how to prevent another economic collapse, they may have another financial issue in mind -- the industries opposing the measure have contributed $77.6 million to the 71 members of the committee since 1989, the Cen
(Add Comment)