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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
To choose an advisor, ask yourself some questions. How did you feel about each advisor you interviewed? Which advisors did you like and why? Did you feel intimidated by anyone when you asked questions? Who would you be most comfortable asking for advice? Take your gut reaction into account. This person is going to work closely with you on sensitive and personal financial matters, so be sure you feel positive about whomever you choose. When you’ve made your decision, remember that your work is just beginning. Your planner will need a good deal of information from you in order to do the best job. Be a knowledgeable and involved client and you will maintain control over and get the best results from the financial planning process.
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Choose Your Financial Advisor
