1. Credentials: Ensure the planner is certified and in good standing with the Certified Financial Planner Board of Standards. 2. Experience with Healthcare Professionals: Choose a CFP with experience working with healthcare professionals to understand the specific financial challenges nurses face. 3. Fee Structure: Understand how the CFP is compensated (e.g., fee-only, commission-based) to avoid conflicts of interest. 4. References and Reviews: Look for testimonials or speak with colleagues who have worked with the CFP.
