San Diego Financial Planner, 3 Things Your Fp Will Never Tell You
The 3 Things Your Financial Planner Will Never Tell You
1) I have been sued.
In todays lawyered up world, anyone can be served a law suit. That does not mean they are guilty until proven innocent. However, it is also not something a financial planner exactly wants to put on their front door. You wont find the papers framed on his or her wall in the office. Still, you have a right to know.
2) Ive been fired by a client.
Like being sued, it is possible your Financial Planner has been fired. Not everyone is please with the job their FP does. Perhaps they expected the FP to be a miracle worker, pull money rabbits out of an empty hat. However, you also want to make sure they are knowledgeable. Fool me once, shame of you; fool me twice, shame on me.
3) I plan to stop doing this in five to ten years.
Financial planning is a long term thing. You want someone who will stick by you, develop a relationship over time and be able to predict what is best for you. While no FP is required to have a crystal ball, it would be nice to know if they plan to retire before you do, what happens to you and your portfolio.
For 10 more questions you should ask in the initial interview phase to ensure they are the right Financial Planner for you go to our website http://www.sandiegofinancialplanner.info and request the FREE E-Book 20 Insider Secrets to Finding the Best Financial Planner in San Diego
by: S Young
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