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[quote=Anonymous][quote=Anonymous][quote=Anonymous]I never understood how poeple have a person to cut their hair, a person to do their nails, a person to fix their car, yet very few have a person who helps plan their financial future.[/quote]
I've never received a good recommendation for a financial planner.  [/quote]

Yeah, and I never got around to dealing with that heart problem because no one suggested a cardiologist.

Ok..finding a planner for dummies:

1.  Do you have a will?  Do you like your trust/estate atty?  if so ask for recommendations.
2.  Do you have a tax person?  ask him/her for 3 names.

don't have either?  you may have bigger problems.  get into a network.  start with Washingtonian's list--I'd begin with T&E attys--find someone in a local, not national, firm.  These folks are well connected, charge less, and likely more suited for your needs.  Frame your situation in a 1 pager for emailing and ask nicely for a name or two if they're not interested.

This isn't hard, but it does take a little time.

Know up front finding a planner just to look over your situation is not very interesting or profitable for the planner.  It's maybe a 2-4 hour job at $2-400/hr, not how they make their living (at least the good ones.)  Think about trying to bundle with some other needs you might have.

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