We can all handle our day-to-day finances ourselves but when it comes to the big stuff, we need a “Dream Team”. Here is how you can put yours together:

You need someone like me, a CFP Professional™. Ask those you trust for referrals and start interviewing. Look for someone who is independent, will match their recommendations to your needs, and provide a lot of service.

You need an Estate Planning Attorney. Estate laws are changing all of the time but that is not where this professional’s service ends. Everyone needs a will, living will, durable power of attorney, and many other legal documents to prepare for life’s emergencies.

You need an Accountant. During this election year there has been a lot of talk about taxes. Income tax, capital gains, estate, these are all in flux and subject to chronic change. You need an account that is up to date on all of these tax issues.

So go out there, interview, and ask a lot of questions. You to can have your own Financial Dream Team!