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Q: When hiring a personal planner, what should I consider?
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Personal Finance Planner
When hiring a personal finance tax preparation planner take into consider the following:
- Tread carefully - Make sure you check the credentials of the person who claims to be a tax planner.
- Choose a planner who not only does personal finance tax preparation but investments and services you can use throughout the year.
- Try interviewing more than one tax planner and ask for and check references.
Make sure you and the planner are on the same levels regarding your finances, goals and what risk you're willing to take. So before you go to anyone --know thy self!
