Hiring a financial planner can be a daunting, scary and somewhat confusing task. How do you begin? What do you look for? After all, this person is going to have huge impact on your financial health and well-being.
If you have made it to this portion of the website, the chances are that you are either looking for a financial planner for the first time or you are considering a switch from your current planner or perhaps are looking for a second opinion on your current financial situation.
The purpose of this section of our website is to help you weed through the process of hiring a planner and to assist and educate you on some best practices. We have developed a “roadmap” of steps you can use. Our hope is that you find this roadmap a beginning point that will assist you in making this very important decision. After you have read through the material, please give us a call. We would love to sit down with you and talk about the services that Summit Financial Planning offers to see if we are a good fit for your situation.
The following websites may also be beneficial: