As your search for the right financial advisor narrows, there are a few things we’d consider non-negotiable.
First, make sure you work with a fiduciary (like us). This is finance jargon for an advisory firm that acts in your best interests. Also, confirm your advisor uses a fee-based business model (like us). This means they won’t get paid by a third-party to sell you a service you don’t need. From there, it comes down to finding a match in personality and approach. Let us tell you about ours.