I took an hour off today to meet with the prospective financial planner. I think it's going to be a good fit for us. He seems reasonable about his investment strategies and able to adjust to our risk levels. I definately liked that he will be able to put together and review the entire portfolio from all our sources and examine the income/growth ratios globally. He has no issue with the fact that we've got investments that I'm not willing to change right now.
I liked that he had different compensation methods (fee and comission based) and we can choose which way works best for us and change at any time. No charge for phone calls, consulations, portfolio reviews and the like.
One of the things I liked best was that he didn't talk over my head, wasn't condesending and didn't make me feel like we'd wasted the last 10 years of our lives. He's also perfectly comfortable with the fact that we'll be investing small sums for a while while we work on our other financial priorities -the credit card debt, for one.
I took all the information he had, and I'll research more over the weekend, but my gut feeling is that this is the right guy for us right now.
I met the financial planner
August 21st, 2009 at 04:29 pm
August 21st, 2009 at 05:21 pm 1250875286
August 21st, 2009 at 05:34 pm 1250876084
August 21st, 2009 at 06:59 pm 1250881160
August 29th, 2009 at 04:10 am 1251519031