6 Ways to choose a certified Financial Planner

1. 6 WAYS TO CHOOSE A CERTIFIED FINANCIAL PLANNER A certified financial planner will help you understand your current financial health and recommend any corrections needed as you progress towards meeting your financial goals. Here are some key ways to pick a good certified financial planner 1 Assess the type of planner you need To narrow down on the right planner for your need, you have to be clear about the nature of the need. 2 Check credentials Experts with credentials like CPA and CFP will be a good choice 3 Check the type of fee structure The good ones are fee-only experts, not those who charge by the hour or by commissions 4 Use Google You can narrow down choices available in your area as you need the expert in close proximity geographically 5 Ask references You can verify the effectiveness of their financial advice by checking with past clients. 6 Check associations You can verify the record of the planner on sites like SEC, Financial Industry Regulatory Authority (FINRA), or the CFB Board Meet your financial goals the right way after connecting with a trustworthy expert. At Axiom, our team of certified financial planners will dispense unbiased and professional advice to help you meet your financial targets without any hiccups. axiomfsg.com