Assessment 8.1: Choosing a Financial Planner

For Assessment 8.1, follow these steps:

1. Pretend like you were looking for your first financial planner right after you graduate from college.
2. Explore financial professionals at the websites linked on the Section 8.1 page by zip code or specialty.
3. Pick a financial planner who you think would be a good fit for you to work with right after college.
4. Answer the following questions in 150-200 words in the text box provided:
   • Do you believe working with a financial planner or advisor will be important for your future? Why or why not?
   • What appeals to you about the financial planner that you chose in step 3? Why is he/she/they a good fit for you?

This assessment is for completion points only.