14 Point Advisor Selection Checklist
Your choice of financial advisor is important. As emotional beings, we tend to make decisions based upon our feelings. It is important that you have a compatible relationship with your advisor and that you understand their language. To determine compatibility, nothing beats an in-person meeting. Financial Plan offers a free introductory talk.
Your choice should be based upon more than your feelings, however. To assist you in choosing an advisor based upon important factors, we have developed our 14 Point Advisor Selection Checklist. We suggest that you interview potential advisors using this list.