10 questions to ask when choosing a financial planner.
- 2 of 2 copies available at Evergreen Indiana.
0 current holds with 2 total copies.
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|Location||Call Number / Copy Notes||Barcode||Shelving Location||Status||Due Date|
|Indiana State Library - Indianapolis||GS 11.2:2004006349 (Text)||755650-1001||General Federal documents||Available||-|
|Indiana State Library - Indianapolis||GS 11.2:2004006349 (Text)||755650-1002||Online document||Available||-|
- Publisher: [Washington, D.C.] : Certified Financial Planner Board of Standards, c1998-2003.
Title from title screen (viewed on Dec. 20, 2003).
Includes interview checklist.
The questions in this brochure will help you interview and evaluate several financial planners to find the one that's right for you.
|System Details Note:||
Mode of access: Internet from GSA web site. Address as of 12/20/03: http://www.pueblo.gsa.gov/cic%5Ftext/money/financi al-planner/10questions.html#cfpboard; current access available via PURL.
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|Subject:||Finance, Personal > United States.
Financial planners > United States > Evaluation.