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Financial Planning

A financial planner should be able to provide the following: a clearly written plan, in language you can understand, containing a balance sheet of assets vs. liabilities; an explanation of goals with advantages and disadvantages of any course of action; options and alternatives for all investment choices as well as the risk estimated in each investment objective; specific suggestions for improving your personal cash flow; projections for shifts in the rate of interest, inflation, and other situations that will affect your future; a plan for liquidity in the event of emergencies; and a schedule for reviewing your financial progress.

In most states, financial planners are not regulated. As anyone can say he or she is a financial planner, you need to be cautious and check out the person's credentials. Also be on guard for "financial planners" who are no more than sales people for a particular type of product, such as stock or insurance.

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BBB Reporting Policy

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.