How does a person find or pick a Financial Advisor?

July 16, 2014

Start by asking for referrals from friends, family or neighbors. Another good way to start is to find someone who's financially successful and prepared and ask them who they use. You can also find Financial Advisors through community education programs or in local newspaper calendars, which often list seminars. These seminars are a good idea when you are looking for a Financial Advisor. They help you learn more about money and they also let you see the Financial Advisor in action to get an idea of their style and philosophy. Next, meet with a few individually. Most Financial Advisors offer a free initial consultation so that you can get their opinion on your specific situation and see if ther is any chemistry. I encourage you to find someone that you truly trust and feel that you can connect with. It is your money and no one cares more about it than you. And always ask questions so you feel that this person is on the same page as you; there is never a dumb question when it come to your money.

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