7 Things to Consider When Hiring a Certified

7 Things to Consider When
Hiring a Certified Financial
Planner |Hayden Holland AZ

About Us

Hayden Holland is a business owner who Co-founded Abacus Bridge Fund
to finance businesses on a short-term basis. Hayden obtained a Certified
Financial Planner Degree (CFP) in 1992 and later on got certification in
Kolbe management. From 1994 to 2000, Hayden was on the board of the
AZ Chapter of YEO. From 2002 to 2008, he worked as a real estate
developer in Arizona, Washington, and Oregon. Hayden consulted
numerous businesses that raised capital through private placement
transitioning via CNDX. It raised over $50mill in capital for real estate
developments and oil drilling projects, including one involving Pennzoil in
PA. Since 2015, Hayden has been working with Marie Ralston to grow e-
Image Int’l, GearUp Outdoors, and Quest Firearms with Cigar Doors/BluStix.

Finding a good Certified Financial Planner is not easy and might be the best decision you
make all year. It’s essential to find a CFP who offers guidance and financial advice in a way
that works for you. With millions of Certified Financial Planners in the country, it can be
hard to know who is right for you. In this post, we’ll offer a guide on how to find the best,
like Hayden Holland AZ.
1. Consider the experience of the CFP
The best Certified Financial Planners have a minimum of 15 years of experience in their
field. That is necessary because some people need to be guided and taught about
investing, whereas others can deal with it independently. A lot of experience means that
the CFP can cater to everyone’s needs.
2. Certification
The Certified Financial Planner Board of Standards is one governing body that ensures
financial advisers are up to par. That level of certification and regulation provides you with
security and confidence when working with a CFP.

3. Specialization
There are many types of Certified Financial Planners in the industry, and
some specialize in particular areas such as investment advice, retirement
planning, insurance, and other specialized areas. So you not only want to
find one that’s CFP but also the field you need guidance in.

4. The advice you get
The advice and service of the financial planner will be essential to
determine if they are a good fit for you. Do your research and talk with
other people who’ve had their financial planning done to get an idea of
what kind of service will arrive. Some Certified Financial Planners offer
various services such as retirement, taxes and estate, insurance, and
investment advice.

5. Your budget
Not all Certified Financial Planners work for a set fee. Some charge by the hour,
and some offer a flat fee for their services. Ensure you feel comfortable with the
financial planner’s payment structure and that they can help you in the areas you
need advice on while staying within your budget.

6. The CFP’s character
The level of professionalism and character of the financial planner is something
that can’t be overlooked. You’ll need to establish a professional relationship with
them to get the best service possible. It’s essential to pick someone that isn’t just
going to tell you what you want to hear. Instead, be careful who is looking out for
your financial well-being and choose your investments for you.

7. Reputation and referrals
Hiring a CFP is one thing, but choosing the right one isn’t an easy task.
Before you choose a Certified Financial Planner, make sure you find out what
their reputation is and what others who’ve worked with them have to say
about them. These are two crucial factors to consider when hiring someone
for your financial needs.

Conclusion
Finding the best fit for a Certified Financial Planner can take time and
patience, but it’s an investment that you’ll never regret having made. After
all, hiring Hayden Holland AZ will play an essential role in your life regarding
financial planning matters.

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