Anyone can call themselves a financial planner, so how do you pick the right planner for you?
Unlike in healthcare where every certification and qualification is earned, anyone can call themselves a financial planner. There are no required certifications, exams, registrations, or coursework. That means there are a lot of unqualified planners out there.
Here’s how to find the right planner for you:
Hire a Certified Financial Planner (CFP)
Make sure the planner is a fiduciary
Understand how the planner is paid
Hire a planner who works with other doctors
Run a background check