Choosing a Financial Planner Learn the four important steps to take when choosing a financial planner. This video series includes an overview of knowing when you need the services of a financial planner, looking for a financial planner and choosing the right one, the importance of full disclosure and how to contact a financial planning professional.
In this video series, financial planning professional and member of the Financial Planning Association®, Mark Johannessen, CFP®, describes the four important steps to take when choosing a financial planner. The five segments included in this video series are Choosing a Financial Planner, Financial Planning Services, Looking for and Choosing a Financial Planner, The Importance of Full Disclosure and Financial Planner Fees.
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