Financial Advisors

Action Items

Things you can do today:

  1. Decide if you need professional help with your upcoming financial decisions. If you decide that you do, continue through the steps below.

  2. Make a list of specific questions you have for the financial advisor.

  3. Make a list of potential fee-only financial advisors based on colleague recommendations and/or an online search.

  4. Hire your financial advisor after researching and, if you would like, interviewing the advisors on your list.

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