![]() The advisor works for you!Īs a financial advisor, just as I expect and hope a potential client is evaluating me, I am also evaluating them. You want to leave the meeting feeling like they listened to you, want to keep your interests first, and are not trying to simply sell you on something. You are wanting to ensure that the advisor across the table from you is someone you can trust and will be able to help you meet your unique needs and goals. This will allow you to see if their background, expertise, and values match up with the needs or goals that you have already listed. Now that you have a list of financial advisors from friends and family check out the advisor’s websites. This will help you narrow down your list of advisors to evaluate. Ask them questions on the services and care they provide. Talk with them and get references of advisors for you to evaluate. Whatever your targets are, talk them over with your loved ones and make a clearly defined list of your financial goals.Ĭhances are you have friends or family that have a financial advisor already. Others want to retire to a warmer climate or travel the world. Some want to provide for their children’s or grandchildren’s education costs. Some want to save for a boat, a new car, or a vacation home. Some people simply have a dollar figure in mind that they want to earn in retirement. Just as everyone has unique needs, they also have unique goals. Take an inventory of your personal circumstances and look for a financial advisor with expertise in your areas of need. Some examples can be family health concerns, family trusts, complicated estate planning, loss of a spouse, expected/unexpected inheritance, divorce, or unique tax planning. ![]() With so many choices out there how do you determine which financial advisor is best for you? Below are some steps that you can take when finding and evaluating the right financial advisor for you.Įach family has their own unique and sometimes very personal situations that require specific expertise. ![]() This makes it incredibly important to have a financial advisor with whom you share the same values and that you can trust to help you make decisions that are always in your best interests. In the world in which we live, finances have a connection to nearly every part of our lives. You’ve heard it said before from our team that finances are one of the most intimate parts of your life. Choosing the right financial advisor is a huge decision.
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