Choosing the right financial advisor just got a little easier with these three helpful tips.
What if choosing a financial advisor was like finding your dream home? It could be if you knew all the things you were looking for and allowed yourself some extra time to shop around.
Choosing the right financial advisor shouldn’t be a sprint. This should be a decision you can take your time with that doesn’t come with pressure or an expiration date. This is a relationship you could potentially have for decades, if not generations.
Financial planning and money management are ultimately about fulfilling your life goals. In an ideal world, you would find a financial advisor who views money as a means to an end and not the end in and of itself. Someone who knows how to put your money to work for you and is driven to work even harder because of the future you’re working towards, not just returns on a spreadsheet.
Here are 3 Things to Consider When Choosing a Financial Advisor
Once you get to the point where you feel ready to make a decision, do one more gut check to make sure. Take note of how you feel around them- do they put you at ease? Do they help you envision your future and how you’re going to get there? Go with your gut, since it's usually right. If something feels off, walk away. And if everything feels right, go for it!
Chris Hardy - CFP®, EA, ChFC®, CLU®,