Word: planner
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They apportioned their operating responsibilities: Clark was the better boatman and navigator, Lewis the planner and natural historian, often walking ashore far ahead of the vessels being laboriously hauled against the Missouri's current. Clark clearly had the cooler head. He brokered the crucial early compromise that ended a staredown with the Teton Sioux. The more mercurial Lewis hurled a puppy into the face of an Indian who angered him, and killed a Blackfeet in the corps's only violent incident...
Steer clear of planners beholden to the products of any one financial institution. Understand that no planner is going to be terrific at everything. Most work with a group of lawyers and accountants. Get their names and check them out along with the planner...
Look for a minimum of five years of experience as a registered investment adviser. If you're going with a wealth manager, seek one with years of experience and at least $50 million under management. You also want to see solid credentials. Any financial planner with a C.F.P. (certified financial planner) designation is going to have a minimum of three years of experience; that's required for the credential, as are 30 hours of continuing education every two years. Planners with a P.F.S. (personal financial specialist) credential are certified public accountants who have 1,200 hours of financial-planning experience...
...feel comfortable with a particular planner? Is she giving you the respect you deserve by answering all your questions and returning your phone calls without being condescending? Most important, does the planner understand your financial goals and your tolerance for risk? If it just doesn't feel right, get out of there. If your small town has only a few planners, it's worth looking elsewhere. "I have more clients in Chicago than I do in Minneapolis," says Ross Levin, a financial adviser based in Minneapolis, Minn. "We e-mail and talk on the phone...
Sasha Souza, an event planner in Napa Valley, Calif., says that "the couple sets the tone. If your mother refuses to be in the same room with your stepmother, you just have to say, 'Mom, I'm sorry you feel that way, but it's your choice to not come if you don't want.'" Etiquette dictates that invited family members be allowed to bring a spouse or guest of their choosing to the wedding, whether or not others in the family--including the bride--approve of that person. All of these decisions have to be handled calmly and well...