If you’re trying to find a financial advisor, take time to think through what's most important to you and what you want an advisor to do for you. An ideal candidate might be a financial advisor who….. 

Understands your situation

  • Helps you get clear about your personal and financial goals
  • Takes all of your financial information and makes sense of it
  • Cuts through the financial clutter and helps you focus on what matters


Explains your alternatives

  • Explains different strategies you should consider
  • Manages an ongoing goal-driven process for you
  • Maintains a focused long-term commitment to the process


Meets your needs

  • Communicates clearly and helps you make informed decisions
  • Provides services that are customized to your needs and preferences
  • Has access to other professionals who can address specialized issues
  • Monitors your financial situation and evaluates your progress


Is objective

  • Provides objective, unbiased advice
  • Acts as a fiduciary, not a salesperson
  • Works on a fee-only basis, with no hidden agendas or conflicts of interest
  • Clearly provides value for your advisory-fee dollars

Financial advisors often work closer to What Really Matters to people than anybody else, so choose wisely.

Profile of an Ideal Advisor
Fee-Only Fee-Only Difference Fiduciary Difference Selecting a Financial Advisor Profile of an Ideal Advisor Fee-Only Fee-Only Difference Fiduciary Difference Selecting a Financial Advisor Profile of an Excellent Advisor
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