I would begin your search by dealing with individual with a CFP designation. Although this is an entry level certification, experience would be the next thing to look for. Finally, I would strongly recommend searching for a planner in your area who is a Fee-Only planner and they can be found at the website for the National Association of Personal Financial Advisors. Take the time to look at the following website: www.napfa.org Finally, look for a planner who will charge on an hourly basis and if and when you accept an appointment with a planner, be prepared to fill out a good deal of information prior to your first meeting in order to keep the billable time to a bare minimum. I hope this helps and good luck.
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