Jeff Johnston 1. Find a professional you like.
Professionals are great referral sources.
A professional's job is to facilitate. He also should advise you of what it takes to get where you want. You, the client, should be the one weighing the costs and benefits and deciding whether or not to proceed. If your bill is more, make sure there's a very good explanation of why. Negotiate a flat fee for routine matters such as a tax return or an estate plan.