Fee-Only, Fiduciary Financial Planning
Being a financial advisor/planner is personal to me. Not only is this a job I’m absolutely passionate about, it’s also about how I personally have benefited from having my own financial advisor. When I was grappling with grief and loss, I depended upon my financial advisor as a trusted companion to help guide me through …
WSFP’s Answers to 10 Questions to Ask When Hiring a Financial AdvisorRead More
I’m a financial advisor who hired my own financial advisor — here’s the 10 questions I asked to interview them. Now you can use them too. Hiring a professional financial advisor can be a challenge. After all, your advisor will know all about your finances and help you make big financial decisions. You need someone …
10 Questions to Ask When Hiring a Financial AdvisorRead More
Why Fee-Only? There are very few products or services out there where the consumer doesn’t really know the cost of what they’re getting. But when it comes to financial advice, what you don’t know can really hurt you. For example, many financial advisors offer a “free financial plan.” What clients don’t know is that that financial plan can …
