Comments on: Checking up on Financial Planners http://allfinancialmatters.com/2006/01/26/checking-up-on-financial-planners/ A personal finance blog dedicated to discussing such topics as budgeting, asset allocation, 401K, IRA, cash flow, insurance, financial planning, portfolio management, and other areas in personal finance. Tue, 22 May 2012 02:48:27 +0000 hourly 1 http://wordpress.org/?v= By: Cathy http://allfinancialmatters.com/2006/01/26/checking-up-on-financial-planners/comment-page-1/#comment-1218 Cathy Fri, 27 Jan 2006 20:38:15 +0000 http://www.allthingsfinancialblog.com/2006/01/26/checking-up-on-financial-planners/#comment-1218 I've never sought the advice of a financial planner myself. But shouldn't part of their job be to educate their clients, no matter what their knowledge level when they walk in the door? Just a thought. I’ve never sought the advice of a financial planner myself. But shouldn’t part of their job be to educate their clients, no matter what their knowledge level when they walk in the door? Just a thought.

]]> By: MoneyDummy http://allfinancialmatters.com/2006/01/26/checking-up-on-financial-planners/comment-page-1/#comment-1175 MoneyDummy Thu, 26 Jan 2006 18:14:09 +0000 http://www.allthingsfinancialblog.com/2006/01/26/checking-up-on-financial-planners/#comment-1175 P.S. Sorry my comments are messed up, but for some reason your comment screen goes screwy when I start typing. I didn't mean to write a bizarre looking post. P.S. Sorry my comments are messed up, but for some reason your comment screen
goes screwy when I start typing. I didn’t mean to write a bizarre looking post.

]]> By: MoneyDummy http://allfinancialmatters.com/2006/01/26/checking-up-on-financial-planners/comment-page-1/#comment-1174 MoneyDummy Thu, 26 Jan 2006 18:13:20 +0000 http://www.allthingsfinancialblog.com/2006/01/26/checking-up-on-financial-planners/#comment-1174 It seems like there ought to be a position for people to teach others the VERY basics of personal finance. We're talking VERY basics, like setting up automatic payments and budgeting. It seems like these are skills that most or all people should already have, but my husband, who recently began working in an adjustments department, says it's phenomonal how little people know and understand about handling their money. Plus, it would be a fun job for those of us who are money-savvy, but don't want to become financial planners. *Grin* It seems like there ought to be a position for people to teach others the VERY basics of personal
finance. We’re talking VERY basics, like setting up automatic payments and budgeting. It seems
like these are skills that most or all people should already have, but my husband, who recently
began working in an adjustments department, says it’s phenomonal how little people know and
understand about handling their money.

Plus, it would be a fun job for those of us who are money-savvy, but don’t want to become
financial planners. *Grin*

]]> By: Caitlin http://allfinancialmatters.com/2006/01/26/checking-up-on-financial-planners/comment-page-1/#comment-1173 Caitlin Thu, 26 Jan 2006 18:09:11 +0000 http://www.allthingsfinancialblog.com/2006/01/26/checking-up-on-financial-planners/#comment-1173 In a sense you are right, but I honestly think most people who seek financial planners do so BECAUSE they don't know the basics of personal finance and need that level of guidance. Of course there are those that have the basics down and look to planners to help get them to the "next level" but I wonder what percentage of clients each type amounts to. In a sense you are right, but I honestly think most people who seek financial planners do so BECAUSE they don’t know the basics of personal finance and need that level of guidance. Of course there are those that have the basics down and look to planners to help get them to the “next level” but I wonder what percentage of clients each type amounts to.

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