Finding Your Financial Advisor
Choosing how to obtain financial advice, especially during a major life transition, can feel overwhelming. The reason for this book is simple:
To help you understand the basics of the financial services industry and confidently hire a wealth management team that best suits the needs of your family.
In sixty minutes or less, we'll explain why you need to take ownership of your own financial circumstances, lay out the minimum standards for hiring a financial advisor, and show you what a core-value approach to wealth management looks like.
Pre-Meeting Checklist, Advisor Interview Questionnaire, and Post-Meeting Scorecard