Comments on: How to Pick a Financial Planner http://queercents.com/2007/03/14/how-to-pick-a-financial-planner/ We're here, We're queer, and We're not going Shopping without Coupons Wed, 10 Mar 2010 04:23:21 -0700 http://wordpress.org/?v=2.9.1 hourly 1 By: Allan Roth http://queercents.com/2007/03/14/how-to-pick-a-financial-planner/comment-page-1/#comment-25721 Allan Roth Sat, 24 Mar 2007 04:01:59 +0000 http://www.queercents.com/2007/03/14/how-to-pick-a-financial-planner/#comment-25721 I appreciate the mention in this outstanding column.<p class="top-comments">Current score: <span class="top-comments-karma" id="karma-25721">0</span> <small>(to vote for this comment, please visit the site)</small></p> I appreciate the mention in this outstanding column.

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]]> By: Queercents » When Do You NEED a Financial Planner? http://queercents.com/2007/03/14/how-to-pick-a-financial-planner/comment-page-1/#comment-25129 Queercents » When Do You NEED a Financial Planner? Wed, 21 Mar 2007 13:05:00 +0000 http://www.queercents.com/2007/03/14/how-to-pick-a-financial-planner/#comment-25129 [...] Last week I wrote a post about how to pick a financial planner and a few people asked how you know when you NEED a financial planner. This is a good question. [...]<p class="top-comments">Current score: <span class="top-comments-karma" id="karma-25129">0</span> <small>(to vote for this comment, please visit the site)</small></p> [...] Last week I wrote a post about how to pick a financial planner and a few people asked how you know when you NEED a financial planner. This is a good question. [...]

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]]> By: Nina http://queercents.com/2007/03/14/how-to-pick-a-financial-planner/comment-page-1/#comment-24761 Nina Mon, 19 Mar 2007 12:08:02 +0000 http://www.queercents.com/2007/03/14/how-to-pick-a-financial-planner/#comment-24761 In this week's Carnival of Debt Reduction: http://askmrcreditcard.com/creditcardblog/79th-carnival-of-debt-reduction/<p class="top-comments">Current score: <span class="top-comments-karma" id="karma-24761">0</span> <small>(to vote for this comment, please visit the site)</small></p> In this week’s Carnival of Debt Reduction:
http://askmrcreditcard.com/creditcardblog/79th-carnival-of-debt-reduction/

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]]> By: Rhea http://queercents.com/2007/03/14/how-to-pick-a-financial-planner/comment-page-1/#comment-24151 Rhea Sat, 17 Mar 2007 00:05:24 +0000 http://www.queercents.com/2007/03/14/how-to-pick-a-financial-planner/#comment-24151 Just wondering is there is a list of "friendly" financial planner?<p class="top-comments">Current score: <span class="top-comments-karma" id="karma-24151">0</span> <small>(to vote for this comment, please visit the site)</small></p> Just wondering is there is a list of “friendly” financial planner?

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]]> By: Nina http://queercents.com/2007/03/14/how-to-pick-a-financial-planner/comment-page-1/#comment-23839 Nina Thu, 15 Mar 2007 13:05:10 +0000 http://www.queercents.com/2007/03/14/how-to-pick-a-financial-planner/#comment-23839 Hmmm... "How do you know when you need a planner?" That sounds like a good idea for a follow up post. I'll work on that for next week!<p class="top-comments">Current score: <span class="top-comments-karma" id="karma-23839">0</span> <small>(to vote for this comment, please visit the site)</small></p> Hmmm… “How do you know when you need a planner?”

That sounds like a good idea for a follow up post. I’ll work on that for next week!

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]]> By: Rich http://queercents.com/2007/03/14/how-to-pick-a-financial-planner/comment-page-1/#comment-23601 Rich Wed, 14 Mar 2007 15:26:29 +0000 http://www.queercents.com/2007/03/14/how-to-pick-a-financial-planner/#comment-23601 Great post, Nina! And I second Balfour's request -- how do you know when you need a planner?<p class="top-comments">Current score: <span class="top-comments-karma" id="karma-23601">0</span> <small>(to vote for this comment, please visit the site)</small></p> Great post, Nina! And I second Balfour’s request — how do you know when you need a planner?

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]]> By: Art Dinkin http://queercents.com/2007/03/14/how-to-pick-a-financial-planner/comment-page-1/#comment-23594 Art Dinkin Wed, 14 Mar 2007 14:47:53 +0000 http://www.queercents.com/2007/03/14/how-to-pick-a-financial-planner/#comment-23594 Nina, I am a CFP. I read this blog entry and was very impressed. You have certainly done your research! All too often I see blog entries on how to pick a planner and there is an obvious bias to the author's belief. I appreciate how well you describe a process than anyone can follow without influencing your own bias. For years I have explained to my clients the difference between a planner and an account has to do with timeframe. I tell them that a planner helps you understand the potential of decisions you have yet to make, and an account tells you the impact of the decisions you have already made. I love the quote "Financial planners are futuristic, accountants are historians, and attorneys are draftsmen." Who said it? May I use it?<p class="top-comments">Current score: <span class="top-comments-karma" id="karma-23594">0</span> <small>(to vote for this comment, please visit the site)</small></p> Nina,

I am a CFP. I read this blog entry and was very impressed. You have certainly done your research! All too often I see blog entries on how to pick a planner and there is an obvious bias to the author’s belief. I appreciate how well you describe a process than anyone can follow without influencing your own bias.

For years I have explained to my clients the difference between a planner and an account has to do with timeframe. I tell them that a planner helps you understand the potential of decisions you have yet to make, and an account tells you the impact of the decisions you have already made.

I love the quote “Financial planners are futuristic, accountants are historians, and attorneys are draftsmen.” Who said it? May I use it?

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]]> By: Balfour http://queercents.com/2007/03/14/how-to-pick-a-financial-planner/comment-page-1/#comment-23589 Balfour Wed, 14 Mar 2007 13:54:44 +0000 http://www.queercents.com/2007/03/14/how-to-pick-a-financial-planner/#comment-23589 How do you decide whether you need a financial planner?<p class="top-comments">Current score: <span class="top-comments-karma" id="karma-23589">0</span> <small>(to vote for this comment, please visit the site)</small></p> How do you decide whether you need a financial planner?

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