December 10, 2013 – If you are a woman we would like to know more about your experiences with financial planners. Do you have one now? How did you find him or her? What would you like them to accomplish for you? What prevents you from going to one? Have you ever fired one, and if so why? What qualities are the most important to you in a financial planner? What are your experiences in a transition (divorce, widowhood, etc.)? As a result of that transition did you leave your former planner, find a new one, or did you do your financial planning yourself?
The reasons behind these questions is that we are working on a joint project with frequent contributor and author Jan Cullinane to find out more about women and their use of financial planners. Jan will be using what we find out (anonymously) in an upcoming talk. We hope our visitors find the Comments to this Blog post useful. As a result of your comments and encouragement we were able to put together an article of tips and considerations on the subject: What Women Want in a Financial Advisor – And How to Find a Good One
Comments. Please share your experiences and thoughts in the Comments section below – thanks!
For further reading:
How to Select a Financial Advisor