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.