Financial Planning Courses: Choosing a Financial Planner

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1.
If a financial planner charges you a set amount of money for a financial plan, this money is called a _______.
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Fee. This is a set amount charged for services.
2.
A good financial planner uses a "one size fits all" approach to easily cover as many clients as possible.
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False. A good financial planner tailors his or her services to each person's situation rather than using a "one size fits all" approach.
3.
Which of the following areas should you ask your financial planner about?
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All of the above. You should ask your planner about his or her experience, licenses held, services offered, charges, and his or her approach to planning.
4.
Where can you find financial planners?
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All of the above. Financial planners can be found in any of these locations.
5.
Why is it a good idea to evaluate your financial plan regularly?
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To make sure it is meeting your needs. You should evaluate your plan regularly because your goals might change, your investments might need to change -- and you might even need to change your planner.