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Mobile version (beta). Fee-Only Financial Planning: How to Make It Work for You. John E. Sestina. Download (pdf, . 5 Mb) Donate Read. Epub FB2 mobi txt RTF.
According to John Sestina, acclaimed "father of fee-only financial planning," the only special qualifications are a genuine desire to help people, an ability to listen, and .
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FROM THE FATHER OF FEE-ONLY FINANCIAL PLANNING-THE ACTION GUIDE TO FINANCIAL SECURITY Planning a Successful Future gives financial planners and their clients everything they need to create customized financial plans to fund all the goals in their lives. Financial planning is a complex practice with many variables to analyze and unpredictable forces that can derail the best-laid plans in a matter of hours.
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Fee-only advisors only make money based on the services they provide to clients. Advisors paid by commission earn money based on the specific financial services or products they sell, usually through another company. Fee-based advisors charge an upfront fee for their services and also earn a commission for any financial products they sell. Narrow down your options to a few good candidates, develop a list of questions to ask them and then schedule meetings.