top of page
Things you can do today:
Decide if you need professional help with your upcoming financial decisions. If you decide that you do, continue through the steps below.
Make a list of specific questions you have for the financial advisor.
Make a list of potential fee-only financial advisors based on colleague recommendations and/or an online search.
Hire your financial advisor after researching and, if you would like, interviewing the advisors on your list.
bottom of page