Motley Fool Money

Find the Right Financial Planner for You


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The Motley Fool was founded more than 30 years ago, based on the belief that you can manage your own money. However, not everyone has the time to learn how to become a do-it-yourself financial planner. Plus, you may want an objective second opinion from an expert every once in a while, just to make sure you’re covering all the bases.
This week, Robert Brokamp speaks with Hannah Moore, the founder of Amplified Planning, the owner and principal financial planner at Guiding Wealth, and the creator of The Externship, a summer program for aspiring financial planners and people who want to build their own financial plan.
Topics covered:
 -An overview of the current financial planning landscape
 -What to look for in a financial planner
 -Understanding how planners get paid
 -Where to find fee-only fiduciary planners who work on your terms, whether its asset management or charging by the hour
Host: Robert Brokamp, CFP®, EA
Guest: Hannah Moore, CFP®, CeFT
Engineer: Bart Shannon


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Motley Fool MoneyBy The Motley Fool

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