I think I’m pretty good with money but looking for a financial planner to see if I’m giving myself too much credit + always room for improvement. How to go about finding one? I’ve asked around...

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It’s tough. I’m in the same boat as you. I’ve looked around but get the sense the ones I talked to are salespeople masquerading as financial planners.

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/r/personalfinance

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Cfp.com and top right link. Find a flat fee. Not someone who only makes commission off you.

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But none of my friends have one. Tax persons recommendations were meh

Look for someone who is a CFP (Certified Financial Planner).

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I didnt think my financial planner was of much help really yet. Maybe long term. Ey haa a financial planning line. Anyone used that?

You’d be much better off getting a good accountant or getting certified yourself. Most CFPs now-a-days can’t do as much as someone who eats sleeps and breathes other people’s financial decisions and the tax implications. Just my 2 cents 🍹

@PwC2 do you know anyone who's gone the Self certification route? I looked into it briefly and it seems like a pretty big commitment

Okay so not actually become one because you’d need years of acting as an advisor, but buy 1-2 of the study books and read them

Thanks DD1 I’ll check that out

@ PWC2 even if I did that, there’s still room for bias. Think it’s always good to get outside opinion

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