How would you go about selecting a Certified Financial Planner?
My wife and I are financially successful adults, but we need guidance with the next steps, including:
- Private equity co-investment
- College savings for children with special needs who may or may not attend university
- Retirement savings beyond the standard 401k and IRA options
- The tax ramifications of all of the above
My friends are generally not at this level of planning needs, so those who have worked with a CFP have had only much more basic questions. We have known plenty of financial advisers over the years who just give bad advice or canned advice. I expect our needs will become more complex over the next decade.
How do we find a quality CFP who can help with the above? What is a reasonable price to pay for this help?
Thank you for taking the time to share your thoughts!
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