Money Q&A: How do we find a financial planner right for us?


The Nest Q&A

When do we know when we're "ready" to have a financial planner? How do we go about finding the right one for us?

Find out how!


If you have cash questions that you can't answer, it might be time to get an adviser -- and no, you don't have to be rolling in it. Your best bet: Hire an hourly fee-based CFP (Certified Financial Planner) designation. To find one, check out GarrettPlanningNetwork.com or NAPFA.org. Then interview your top choices. Definitely ask about their backgrounds, availability, and payment policies.

Get Financially Naked, money Q&A Nestperts: Manisha Thakor, MBA, CFA & Sharon Kedar, MBA, CFA, authors of Get Financially Naked: How to Talk Money With Your Honey

-- Manisha Thakor, MBA, CFA & Sharon Kedar, MBA, CFA

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