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Start this process by seeking referrals from trusted people within your network such as family, friends, and colleague. A good financial planner is someone whom you can trust. They are a person who can answer all of your questions and explain them clearly and easily.Cancer TeamSurgical OncologistNurseSocial WorkerNursePhysical TherapistCecilia GrayCarlos LuzMaria Dunn Greg RossLaura Smith(555) 123-4567(555) 123-4567(555) 123-4567(555) 123-4567(555) 123-4567How long have they used the person? What do they like most and least about them?Would they recommend the person to a family member?REQUEST CLIENT REFERENCES AND CHECK THEMAsk these questions to a previous or existing client of a financial planner you are evaluating