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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?
Interview Prospective Advisors How Do I Find the Right Legal Advisor? |
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WORKING WITH FINANCIAL AND LEGAL ADVISORS
First, make a list of names of possible financial advisors. To get started, take the following steps: • Ask family, friends, other advisors, and coworkers for referrals. • If you need more names, call professional financial planning organizations and ask for referrals to advisors near you. Some organizations to contact are: American
Institute of Certified Public Accountants The
Financial Planning Association National
Association of Personal Financial Advisors Society
of Financial Service Professionals Don’t rely on just one or two recommendations; develop a list of several names. If you don’t feel up to the effort this will take, ask close friends or relatives to help you.
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Get Names
