PFHour #11: Finding A Financial Planner
After a week off to observe Memorial Day, JD and Jim have returned for the eleventh episode of the Personal Finance Hour. This week, JD and Jim will discuss the topic of financial planners and advisers. They’ll be sharing their experiences with financial planners as well as what to ask, what to look for, and what those funny letters mean. 
Please join us to share your stories, tips, and ideas at 6PM Eastern, 3PM Pacific.
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This looks like a great topic. I usually recommend that people try to find a planner who is at about your same life stage so that they have a good understanding of where you are and where you want to be. For instance, I have two young children and my whole practice is geared towards new and expectant parents. I am highly tuned into the challenges that come with a growing family and can closely relate to my clients. On the other hand, I wouldn’t take on a client who is nearing retirement, since I don’t have as much insight to their goals and worries.