Finding a financial advisor who is right for you is an important process.
Just like with any working relationship, it’s a good idea to interview advisors until you find the one who is the best fit for you, your life, and your financial goals. If you are entrusting your financial well being to someone, shouldn’t you get to know them, and their investing philosophy, first?
Before you speak to potential advisors, take a moment to review and understand where you are in your life, and your current needs and goals. Are you looking for support with saving – or planning – for your children’s education, with retirement, with saving for your next home, with investment choices and diversification, with how best to handle an inheritance or other windfall? Knowing what you want out of a relationship with your financial advisor – and what your current priorities are – is a good place to start the conversation.
The next step is making sure your needs and preferences align with your potential advisor.
Here are the top 10 questions you should ask a potential financial advisor:
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