Video 1: Research
Researching a Financial Advisor beforehand is a very important piece when you are creating your financial plan, investments, and future. In this video, I go over one of my recommendations by starting off with research.
Video 2: How do they work?
When choosing a Financial Advisor, keep these two questions in mind:
- How does the Financial Advisor work?
- What am I looking for?
In this video, I go over the different ways advisors work and how to get clear on your financial goals.
Video 3: Questions to ask
Choosing a Financial Advisor can be a stressful activity if you don’t know what to ask. In this video, I go over a few questions to consider asking your financial advisor while interviewing them.