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I am trying to build my personal team of advisors consisting of:
- Financial planners
- Stock brokers
The first one I want to get is the financial advisor.
The first task I want completed is a written/typed plan for lifetime financial security and comfort for myself.
The second task is a written/typed investment plan.
You MUST be have Certified Financial Planner status (CFP)
If you are familiar with the teachings and works of Robert Kiyosaki of Rich Dad (i.e. Rich Dad Poor Dad, Conspiracies of the Rich, Cashflow 101, etc.)...that would be a big bonus.
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