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Old 07-26-2014, 03:51 PM
 
1,227 posts, read 1,261,539 times
Reputation: 4310

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A very big thank you to everyone who has been educating me. I finally found a retirement planner who is going to work with me. He has impressed me. We had a very long telephone conversation today. He understands the direction I want to head in and he is going to help me to get there.

So, the big question is:

What should I wear when I meet him?


I know, I know... but I'm nervous.
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Old 07-26-2014, 04:04 PM
 
5,397 posts, read 6,542,446 times
Reputation: 10477
Your planner will probably be wearing a suit or the equivalent. Would suggest you wear the same out of respect.
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Old 07-26-2014, 04:15 PM
 
1,227 posts, read 1,261,539 times
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thank you
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Old 07-26-2014, 05:02 PM
 
Location: Portland, Oregon
10,011 posts, read 16,682,427 times
Reputation: 6423
Listen to the planner, take no action until you educate yourself on your retirement options. Many planners work for a % of your assets. If that is the case RUN! If you feel you need a planner find one who works by the hour.

Take FireCalc for a spin just for giggles.

Last edited by Nell Plotts; 07-26-2014 at 05:26 PM..
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Old 07-26-2014, 05:04 PM
 
Location: Florida
19,823 posts, read 19,921,769 times
Reputation: 23235
Quote:
Originally Posted by theoldnorthstate View Post
Your planner will probably be wearing a suit or the equivalent. Would suggest you wear the same out of respect.
Would that be out of respect or in commiseration? He probably has to wear a suit.
My suggestion is to dress according to the honest image you prefer to project.
This is someone you are hiring not someone you hope will hire you.
If you are totally comfortable in a suit ( and still have one!) by all means ,wear it but otherwise neat and clean is fine and the fee he charges will be exactly the same
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Old 07-26-2014, 05:09 PM
 
Location: Great State of Texas
86,093 posts, read 72,544,616 times
Reputation: 27566
At the very least dress business casual. No jeans, no shorts.
Get all the info, ask all the questions but do not commit at the meeting.

Take it all home and let it digest.
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Old 07-26-2014, 05:50 PM
 
18,866 posts, read 13,631,032 times
Reputation: 14296
Quote:
Originally Posted by Nell Plotts View Post
Listen to the planner, take no action until you educate yourself on your retirement options. Many planners work for a % of your assets. If that is the case RUN! If you feel you need a planner find one who works by the hour.

Take FireCalc for a spin just for giggles.
There is nothing wrong with paying a fee as a % of assets. The good old guys at vanguard have concluded that advisors can be worth 1.5-3% in relation to what an investor would do on their own
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Old 07-26-2014, 05:51 PM
 
18,866 posts, read 13,631,032 times
Reputation: 14296
You don't have to dress in business attire or business casual(which to me is suit no tie). I wouldn't wear shorts and flip flops but if you had millions or billions and walked into my office I wouldn't care what you were wearing
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Old 07-26-2014, 06:18 PM
 
71,714 posts, read 71,829,507 times
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We met with a planner two weeks ago and shorts and tee shirt is all i wore.

As long as i am the client paying him i wear what i want.
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Old 07-26-2014, 06:21 PM
 
Location: Near a river
16,042 posts, read 18,988,950 times
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Quote:
Originally Posted by HappyTexan View Post
At the very least dress business casual. No jeans, no shorts.
Get all the info, ask all the questions but do not commit at the meeting.

Take it all home and let it digest.
I somehow fail to see how client dress is of any import. Would the client be trying to project something s/he's not?

Some of the richest (and I mean really wealthy) retirees/preretirees I know wouldn't be caught dead in a suit. Always well groomed, they wear jeans or other casual everywhere and don't try to impress anyone. I doubt they'd be turned away by a financial planner, lol. At any rate, the focus is on money and payment.
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