Three Critical First Steps In Determining If You Need To Work With A Financial Planner
Podcast: Play in new window | Download
Subscribe: Apple Podcasts | RSS
WELCOME TO THE KEY TO RETIREMENT™ PODCAST!
To subscribe to the podcast, please use the links below:
If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show and its ranking in iTunes immensely! I appreciate it! Enjoy the show!
In This Episode
In this edition of The Key To Retirement, we’re going to talk about The Three Critical First Steps In Determining If You Need To Work With A Financial Planner
In today’s quick tip we’ll share a website you can use as a resource for finding a certified financial planner in your area.
And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process. Visit us online, at ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.
Bonus Segment
In today’s quick tip, we’re sharing a resource for finding a Certified Financial Planner in your area so that you can begin your journey towards hiring a financial planner.
Historically, the easiest way to get a list of names of firms to meet with was to go to your local yellow pages directory. The problem with this is that you are only going to find firms who have paid to be in those books. That doesn’t mean that they are all qualified. It just means that they have paid to be there.
However, now you can go directly to the organization that’s sole objective is to promote and enforce the professional standards for financial planning in Canada. The Financial Planning Standards Council of Canada has a ‘Find A Planner’ section on their website. You can even use a Google Map Tool to show you all of the practicing Certified Financial Planners in your area. Simply key in your postal code and it will generate a listing of all your local planners. You can read their profiles and link to their websites to find out more about them before you actually call.
This website is www.fpsc.ca .
Subscribe via RSS (non-iTunes feed)
