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!

  • EssentialNPC@lemmy.worldOP
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    6 months ago

    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!