All Those Letters After Their Name – Do They Really Matter?

YES, they do!  There are many professional designations that financial planners can get, most involve hard work and years of training, so it makes sense to make sure your planner has one of the leading designations – such as CFP – Certified Financial Planner (for example). Again, this is one piece of the puzzle – it’s a good sign but certainly not everything.

Google!

You know you do it with a prospective love interest, so don’t forget to do it for your financial planner!  A simple Google search may give you enough info to be sufficiently warned!

Questionable Actions

Any legit financial planner will welcome all your questions – they will want you to be comfortable with them and well informed.  They should want to impress you with their well thought out approach to managing money. They should welcome your queries!  If you get the vibe from them that they are annoyed with the questions you are asking, keep looking!  When Bernie Madoff ‘guaranteed’ to investors what a great return he could generate, but then said he couldn’t tell them how he did it because it was proprietary information…NOT A GOOD SIGN!

A Woman’s Intuition

And, of course, ladies, we know there is nothing quite as strong as good, old-fashioned female intuition.  If you feel uncomfortable or someone seems too good to be true- they probably are!

Now that your armed with your Fab & Fru ‘how to vet your investment professional’ check list, go out and find the right person for you and get started down the path of building your financial future!