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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?
How Do I Find the Right Legal Advisor? |
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WORKING WITH FINANCIAL
AND LEGAL ADVISORS
Even with a recommendation from a trusted friend or professional, you should do your homework. Personally interviewing two to three financial advisors on your list is the best way to determine if there’s a good fit between you and the advisor, and to learn how he or she will work with you. With many planners, the initial meeting will be free of charge. The “Interviewing
Financial Advisors” worksheet will help you cover the
same information with all the advisors you interview and enable
you to compare responses when you’re ready to make a decision.
Advisors may ask questions about your current financial situation,
so come prepared to discuss it. The more clear you are about your
financial needs, concerns, and goals, the better you can determine
if a specific planner is right for you. You may want to ask a friend
or relative to accompany you. This person can take notes and afterwards
help you evaluate how you feel about working with each advisor.
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Interview Prospective Advisors
