The Sunday paper recently had an article by Kiplinger called How to Pick a Financial Planner.  Kiplinger suggests taking into consideration the experience, credentials, access to other experts (attorneys, accountants, insurance consultants) and whether the planner works on a fee-only basis, fees and commissions, or commissions only.  See the article and then call us to schedule a complimentary introductory meeting  http://www.kiplinger.com/article/credit/T064-C000-S001-how-to-pick-a-financial-planner.html