It’s crucial to find the right person for your family.
Hiring a financial advisor means taking on an expert partner in financial planning so that you can have peace of mind as you pursue your financial and life goals. It should be a long-term decision, and one you don’t undertake lightly. After all, it’s akin to hiring a chief financial officer for your family, so your financial advisor has to be someone you feel you can trust and work with for many years to come.
Given the importance of finding the right person, you should take your time before making a selection. Here are seven steps to take as you move forward with your decision.