How to Find a Good Financial Planner

 

 

When it comes to making life-changing financial decisions, it is equally important to find a good financial planner. Most people take this step lightly, but this is should be a well informed decision.

A good financial planner is going to save you time, money and increase your financial understanding in the long-run.

When you’re looking to find a good financial planner who can help manage your finances, invest wisely or for general assistance, it’s critical that you pay attention to their policies.

Understand the services they offer, as well as their track-record, including any testimonials or reviews.

For example; we offer different financial services to our clients including;

Mission Statement: Through the advantages of competent, professional planning, all our clients get to make the best financial decisions possible.

1. Accountability

We help our clients prioritize their goals by ensuring that they follow through any financial commitments they have. Regularly reviews of progress towards reaching goals should be standard process, as well as advice on next steps.

2. Partnership

We first make sure that we clearly understand your background as well as your needs and objectives. This way, we will help you achieve the best financial life for you by working hand-in-hand with you. All our costs and compensation are transparent and we will always put your needs first before ours.

3. Objectivity

People make decisions that are emotionally driven. A good financial planner brings insight, as an outside party, when it comes to making important financial decisions.

Research around the issue at hand and gathering all the relevant information is the key first step. Good Financial Planners will disclose conflict of interests and leave you to make a decision that is well informed.

4. Pro-activity

Usually in life, one is exposed to life transitions and we will help you anticipate these transitions and be financially prepared for them. This is done by creating and implementing investment strategies that are going to address any changes in future.

5. Education

Each one of our clients has a unique situation and that is the reason we set out to understand our client before we decide on the action plan we will be implementing. By providing resources needed to facilitate informed decisions, a good Financial Planner will be there to help.

There are always options and risks related to any situation. Financial Planners explore options with the client, explaining the potential result of each, and provide them with the information to make an informed decision.

Conclusion:

Find a Good Financial Planner to aide with your financial goals.

Pay attention to the policies, since they can drastically change your rights.

Research online reviews whenever possible.

Understand service descriptions.

Get an objective view from a knowledgable third party you can trust

Be Pro-active.

Learn as you go, ask questions, in addition to doing your own research.

Disclaimer: The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Synchron Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Mirador Wealth Management, Synchron, nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information. Authorised Representatives of Synchron AFS Licence No. 243313