Finally, give yourself permission to consider whether or not you feel comfortable interacting with this person. It's perfectly all right to "go with your gut" here, since this will be someone who will best serve you if you're comfortable enough to be completely open with him or her.
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Financial planning, involving some of the most important issues in your life, is a deeply personal service and requires a solid, trusting relationship. So take the proper time to find an advisor you are comfortable with and one you feel will help you achieve your financial goals.
—By Dave Yeske, special to CNBC.com. A certified financial planner, Yeske is managing director at wealth management firm Yeske Buie and holds an appointment as Distinguished Adjunct Professor in Golden Gate University's Ageno School of Business.