My biggest financial tip is to never invest in what you don’t understand. That’s why I encourage you to either learn more or consult an expert. When it comes to investing in the stock market, I often advise people to go to the experts, However, the financial planner you choose is crucial to your success. In today’s blog post, I want to show you how to find the right financial planner for you.

3 Tips to Find the Right Financial Planner

Check their Credentials

Nowadays, there are so many people online who advertise their financial expertise, but they might not even have the experience or education they should! You don’t want to be putting your money in the hands of someone who doesn’t truly understand what they’re doing. I always suggest you should work with a Certified Financial Planner, This is a professional certification that will help you feel confident in your choice of financial planner. You can verify their credentials here.

Understand their Values

People are often driven by a variety of different things. Certain people have a heart to help others, while some are seeking greater financial gain. Now, there’s nothing particularly wrong with either one of those, but I encourage you to find a financial planner that shares your values. At WealthBuilders, we offer investment services and consulting from a Kingdom-minded perspective. I encourage you to think about what values matter to you, and partner with a financial planner who shares those beliefs and values as well.

Consider the Cost

I always say, “don’t ask how much something costs, ask how much value it brings,” which I still hold true to. However, you can easily overpay for financial services because most people don’t know what to look for. How much you should pay depends on your budget, your assets, and how much guidance you need. The percentage for these services vary widely, but typically, they cost around 1% of your account balance. Do your research to figure out what price level you should be at, but be weary not to overpay.

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Do you work with a financial planner? Let me know in the comments below! If you’re looking to work with a Certified Financial Planner with a Kingdom mindset, visit our website or join us for our Investment Mastery Workshop! You can save $100 off your ticket right now by entering coupon code “INVEST20” at checkout. Click here to learn more and get your tickets!