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A solid financial plan starts with protecting your assets and can consist of an estate plan, a retirement plan, a budget, and nonretirement savings (such as a college plan or a trust). Many financial planners recommend that clients balance their portfolios with multiple products such as stocks, mutual funds, real estate, and basic accounts. A financial planner works as a neutral third party, providing honest advice and guidance, and can help you set financial goals and create a plan to reach them. Before you decide to work with someone, check his or her credentials, experience, and method of compensation. You want a planner who has been successful in helping others reach their financial goals. Always take the time to contact references.