How to Choose the Right Financial Planner with Alan Moore

This week I sat down with another financial planner, entrepreneur
and educator, Alan Moore, to talk about the things you don’t know
to ask (but should) of any financial planner you work with.


Alan Moore, MS, CFP is the co-founder of the XY Planning Network
and is the Champion of NextGen at Abacus Wealth Partners, a
fee-only RIA and financial planning firm managing over $1.5
billion AUM. He is passionate about helping financial planners
start and grow their own fee-only firms to serve Gen X & Gen
Y clients largely ignored by traditional firms. Alan has been
recognized by Investment News as a top “40 Under 40″ in financial
planning, and by Wealth Management as one of a “The 10 to Watch
in 2015″. Alan frequently speaks on topics related to technology,
marketing, and business coaching, and has been quoted in
publications including The Wall Street Journal, Forbes and The
New York Times. He currently lives in Bozeman, MT so that he can
hit the slopes on powder days.


HERE'S WHAT YOU’LL LEARN FROM THIS EPISODE:


What the next generation of financial planning looks like

What a Fiduciary is and what it means to “act in your best
interest”

Questions to ask a financial planner before working with them

How to determine if a Financial Planner is the right
Financial Planner for YOU

The issues you might face in finding a financial planner that
is a fit for you and how to overcome them

Considerations for putting a value on financial planning
advice for your situation

The organizations that exist to advocate for you as a
consumer



LINKS WE MENTIONED ON THE SHOW:


John Oliver: Retirement Plans

Sample Fiduciary Oath (This is my signed oath for the XY
Planning Network)

XY Planning Network

CFP Board

National Association of Personal Financial Advisors (NAPFA)

Garrett Planning Network

Alan’s E-mail address

Alan’s Website

Schedule a free 30-minute consultation with me