Picking the Right Planner
Kathleen Day
Washington Post Staff Writer
Sunday, August 27, 2006
Working single mom Kathy A. Gambrell has had no problem finding a lawyer to write her will or a certified public accountant to prepare her taxes -- professionals she found by asking friends and family for recommendations.
But a four-year quest to find a financial planner has left the editor of the District-based CongressDaily baffled, angry and, worst of all, unenlightened on how to find someone good to help her manage her money. Three weeks ago, she fired her latest adviser after he recommended she quit her job, fire her babysitter and yank her child from Montessori school -- then let him manage the money she would save, along with a small inheritance she's about to receive.
http://www.washingtonpost.com/wp-dyn/content/article/2006/08/26/AR2006082600083.html
Washington Post Staff Writer
Sunday, August 27, 2006
Working single mom Kathy A. Gambrell has had no problem finding a lawyer to write her will or a certified public accountant to prepare her taxes -- professionals she found by asking friends and family for recommendations.
But a four-year quest to find a financial planner has left the editor of the District-based CongressDaily baffled, angry and, worst of all, unenlightened on how to find someone good to help her manage her money. Three weeks ago, she fired her latest adviser after he recommended she quit her job, fire her babysitter and yank her child from Montessori school -- then let him manage the money she would save, along with a small inheritance she's about to receive.
http://www.washingtonpost.com/wp-dyn/content/article/2006/08/26/AR2006082600083.html
