Dr. Judith Gerhart, CFP
Certified Divorce Financial Analyst 
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Understanding Your Needs
November 10, 2008
Before you can even begin to seek out a professional, you have to understand what it is you want out of a financial planner. Do you need comprehensive planning advice? Do you just need a retirement portfolio review? Are you dealing with business planning issues?
Different planners have different areas of expertise, so it is very important that you find someone who can address your specific situation. When you are armed with some basic information surrounding your specific needs, you can narrow the choices down without having to sift through dozens of prospects.
By: Jeremy Vohwinkle
Posted by Judith Gerhart on November 10, 2008 | Permalink | Post a comment
Topics: Finance |
