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!
Our health plan does not give us access to an HSA, so that is off the table for the foreseeable future. I will check out the wiki, so thank you for that!