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How did you find a competent, honest and trustworthy financial planner?
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I asked similar questions here a few years back.
After I found out how much they charge, I said no tanks and started reading, studying, and becoming familiar with the rules of investing.
Didn't take long to find that most if not all the info you can get from a financial planner is already right in front of us, for free. If we're willing to do the work and be disciplined. That's the hard part.
I've developed an investment strategy consistent with my risk management plan for each of my funds (short-term, long term, tax-exempt, deferred etc), and have done very well.
I've also established regular communications with my Fidelity private client advisor to review my plans, a service which is priced just right
