Where do I go?
Where do I look?
What do I ask?...read on to
If you would like to access any additionalinformation on ﬁnding a ﬁnancial planner, or toolsto help you make sense of your personal ﬁnancialsituation, please be sure to visit www.NAPFA.org/ Consumer.
Good Luck!THE PURSUIT BEGINS
Finding qualiﬁed, independentﬁnancial advice should not bedifﬁcult. But it is for manyhard-working Americans.With so many people claimingto be ﬁnancial planners,ﬁnancial advisors, ﬁnancialcounselors, wealth managers,how do you know whenyou’ve found someone whocan really help you? The National Association of Personal Financial Advisors(NAPFA), the country’sleading professionalassociation of Fee-Onlyﬁnancial planners, is pleasedto provide you with this ﬁeldguide to assist you in yourpursuit for a qualiﬁed,independent ﬁnancial advisor. The
Pursuit of a Financial Advisor Field Guide
is setup to help you with everyaspect of your quest,including:•Preparation for the Pursuit•Equipping Yourself -Knowing What To Ask!•Selecting Where To Look •Evaluating PotentialAdvisors•Engagement•Evaluating Your Advisor•Additional Tools andResources