Following Through with Financial Planning
Finding the Right Financial Planner is Important for a Successful Investment Plan
Photo Credit: Skip O'Donnell/iStock
Text Size:
Financial Professionals Who Can Help Though financial planners are the people most often associated with financial planning, this term is an umbrella term that includes all types of people. Financial planners, or advisers, can be certified or they can be people with an interest in or background in finance. A lot of financial planners are also accountants, while still others are attorneys. You need to determine what type of professional will mesh best with your personality.Yahoo: Financial Planners - How to Pick a Good One and Why the Best One Might Just Be You
Resources to Find Planners
Books Survivors Recommend
- Ernst & Young’s Personal Financial Planning Guide
- Financial Planning Demystified
- Personal Financial Planning
- The Wall Street Journal Guide to Planning Your Financial Future
- Set up your TSC Survivor Profile
- Create a support group for your friend or family member.
- Interact and provide updates
