Guide

Your 6 Step Checklist When Picking A Financial Advisor

Your 6 Step Checklist When Picking A Financial Advisor

Picking a financial advisor can be a daunting task. "What do I look for? Where do I start? Do I even need one?” These are a few of the questions you may ask yourself when starting the process. Many times, not knowing the answers will stop the process right there. This checklist will help you through this process and know what to look for and ask.