Choosing a financial advisor is a very important decision, and should be made with great consideration. To help you feel comfortable in making a good decision, here are a few simple questions you should ask yourself:
What is a CFP®, and why does it matter to work with one? Find out why, click here.
Once you’re satisfied with answers to these questions, you should also consider asking yourself:
Will the advisor address all my goals - Individual, Family, Business?
How is the advisor compensated? Will that compensation method reinforce a high level of service to me?
What level of legal and ethical responsibility does the advisor have to me?
Can the advisor provide all the services and products I may need?
Will I be able to determine whether or not the advisor has given me my money’s worth in terms of time, effort and results achieved?
