How to Choose the Best Financial Adviser

Make sure the size and scale of the fees aren't more than your budget can handle when establishing a sound financial plan.

"Everybody who is making an income or has assets is already doing some type of financial planning," says David Strege, a certified financial planner and chairman of the CFP Board of Standards. "But working with a financial planner can give you access to the knowledge and discipline that will help you reach your goals."