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Above all, remember whose money it is You hire a financial advisor to advise you about what to do, not to dictate what you should do. Remember they're your goals, your future and your money to invest as you choose. That's why it's essential to take an active, educated role in your investment decisions. Continue to read financial publications. Reevaluate your financial plan at least once a year and, if necessary, reset your goals to reflect any changes - marital, financial or health - in your personal life.
Common mistakes consumers make when hiring a financial planner According to a survey of Certified Financial Planner practitioners, consumers commonly make these mistakes when hiring a financial planner:
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