How to Find Financial Planning Help – WSJ.com
Our Comment by J. David Lewis – Believe it or not, I am glad to see services like these. Many people need and deserve financial planning help. Far too many have told us they didn’t think they had enough to be our clients, when we have been able to help them in many ways. A minimum fee structure, instead of requiring a minimum portfolio, permits us to help several clients who now have growing resources. We will do all we can to help those who are serious about improving their resources, even to the point of helping them find one of these services.
By EMILY GLAZER
You dont need a high net worth or complicated investments to create a financial plan.
There are a crop of new resources that let you get financial-planning services on the cheap. For a flat or hourly fee, a certified financial planner can help you develop a savings plan, get your budget in order and pay down debt. Enlarge ImageClose Andy Rash
But keep in mind that you get what you pay for—so dont expect any of the bells and whistles of a full-service financial-planning or brokerage firm. Some financial planners dont offer any investment advice. And most of the consultations are done over the phone and via email. Whats more, some financial experts warn that this isnt a solution for every investor since the quality of financial advice can be limited. And you may want to do some due diligence on the financial planner you are considering.
See if these tools will be useful for you via How to Find Financial Planning Help – WSJ.com.
Contact J. David Lewis directly with dlewis@resourceadv.com or share your thoughts on this topic below. He founded Resource Advisory Services in 1985. National Association of Personal Financial Advisors (NAPFA) was formed only a few years before. Lewis became a NAPFA-Registered Financial Advisor in 1986. He is a passionate advocate for fiduciary, fee-only financial planning and has been associated with financial services since childhood in a banking family. 58522
1 comment April 1st, 2012
