When you’ve finally made the decision to sit down with a financial advisor, the next challenge you’ll have is to find one you trust.
There are some questions you can make sure to ask a new financial advisor to feel confident you’ll be happy with their service.
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Transcript:
Welcome to Money Tip Tuesday from the Making Money Personal podcast.
When it comes to organizing your finances, you may have come to the decision to hire a financial advisor.
Financial Advisors, help you with higher level financial planning like investing for retirement or for income, helping you select an insurance plan custom tailored to your needs, helping you with long term savings plans like college planning for kids, and even helping you get ready for social security or Medicare.
A financial advisor is one of your champions and strategists to help you plan the future you want to live.
But you need to know you can trust them and you need to know what to expect over the course of your relationship. Different financial advisors work for different companies and their roles and expertise may vary according to how or where they work.
If you’re seeking a financial advisor for the first time, you can ask them any or all of these 7 questions to get a better idea of how they will work with you and help you strategize.
Starting a relationship with a financial advisor is a big step. You want to make sure you’re getting into business with someone who you can trust and will have the right tools and expertise to set you up with a strategy to reach your financial goals.
If you’re a Triangle member you should check out our wealth management services at trianglecu.org to learn more about the different products and financial advising services available to you.
If there are any other tips or topics, you’d like us to cover, let us know at tcupodcast@trianglecu.org. Like and follow our Making Money Personal FB and IG page and look for our sponsor, Triangle Credit Union on social media to share your thoughts.
Thanks for listening to today’s Money Tip Tuesday and be sure to check out our other tips and episodes on the Making Money Personal podcast.
Have a great day!
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