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A good expert could help me and my financial skills by giving me a good boundary to spending my money, they would help me set realistic financial and personal goals, know where to keep my money safe and help make a plan for it, and make the right financial plan.

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Some things i would not want are these

A product-centered Adviser

Sellers of Products that seem to good

Products which are difficult to Understand

Dinner Seminars

Recommendations to Switch Insurance Policies

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Looking for a financial expert i would also want a Certified Financial Planner. So that I know that they have had experience in this type of area and are well educated. I would want someone who cares about my interests but will also suggest what they thing will help me. Also I would want someone who knows me and my needs and is not just trying to sell something to me for my money. An example of this in the text states, “An adviser with a large book of business may be a great salesman, but not necessarily a great financial planner” (Financial Experts pg11.)

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If I was looking to hire a financial expert I would need to make sure they meet many qualifications. I would was someone who will have integrity, trust, and a commitment to what I also want and has high professional standards. The book says, “You want a planner who puts your needs and interests first” (FInancial Experts pg10.) This way, they won’t just get you to do something for their benefit in money, but they will want the best for your money.

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Finding the correct financial expert is a very important decision and should be chosen carefully and correctly. From chapter 3 it says, “Choosing a financial planner is as important as choosing a doctor or lawyer; its a very personal relationship (Financial Experts pg9.) So not only will this be important so that your money is handeled in the right way but it also has to be someone who cares about what decisions you are making and wants the best system for your money.