How to Determine If a Financial Advisor Is Right for You

By Mary Beth Storjohann via

Whether you’re 25 or 65, it’s important to know how to find the right financial planner. But what does “right” look like?

You want a financial advisor that’s a great fit for you and your financial goals. That means someone who understands what you aspire to and sits down to work with you to figure out how to get there.

Sounds simple — but not all advisors will do this. Some may not understand your desire to take a year off to travel the world, or your goal to sell off all your stuff and buy a tiny house in the middle of the Pacific Northwest.

Having a financial planner who not only can help you with the numbers, but can also emotionally and mentally support your unique journey and progress is key.

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