Hi
I think this is relevant becauseyou can’t choose a planner just by looking at the cfp website. I think a lot more goes into it. He should have skill sets. Yes. You have to be comfortable with the person. It helps if someone you trust also recommends/vouches for the person. The people in your household also have to involved. Trust and sincerity from both sides play a role. Just my 2 cents.
Thanks ajay, its a nice article it helps me too!
I am sure you may have read this. Just in case you haven’t here are some from Manish’s website
http://jagoinvestor.dev.diginnovators.site/2010/01/a-short-guide-to-hire-a-good-financial-planner-in-india.html
http://jagoinvestor.dev.diginnovators.site/search_results?cx=001060672559526089735:ppjgaimqrxg&cof=FORID:9&ie=UTF-8&q=planner&sa=Search&siteurl=www.jagoinvestor.com/
Hi
I think this is relevant becauseyou can’t choose a planner just by looking at the cfp website. I think a lot more goes into it. He should have skill sets. Yes. You have to be comfortable with the person. It helps if someone you trust also recommends/vouches for the person. The people in your household also have to involved. Trust and sincerity from both sides play a role. Just my 2 cents.