How Do I Find the Right Financial Adivsor?

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Taking a Financial Inventory

Twelve Months of Financial Milestones

Working with Financial and Legal Advisors

What Kind of Advisor Do I Need?

How Do I Find the Right Financial Advisor?

Get Names

Gather Background Material

Interview Prospective Advisors

Choose Your Financial Advisor

How Do I Find the Right Legal Advisor?

Settling the Estate

Taking Control of Your Financial Future

Glossary of Financial Terms

Resources

There are many kinds of financial advisors. Finding one who is right for you involves asking for recommendations, checking background information, and interviewing advisors.