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Choosing a Financial Advisor: The Must-Haves and Considerations (Ep. 11)
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Choosing an advisor who not only understands your financial goals but also resonates with your personal values is extremely important.
In order to achieve that we need to know what qualities a financial advisor should possess in order for us to fully benefit from their services.
This time on the Wealth Beyond Riches Podcast, Abbey Henderson, CFP® , CEO, Wealth Advisor & Coach, dives into the process of selecting a financial advisor that aligns with your personal goals and values. Abbey provides invaluable insights derived from her extensive experience, ensuring you are equipped to make informed decisions for your personal and financial future.
Abbey discusses:
- The importance of choosing a Certified Financial Planner (CFP®) for comprehensive financial advice
- The differentiation between planning-focused and investment-focused advisors and why it matters
- The significance of personal attention in your advisor relationship and how to ensure you're not just another number
- Aligning your financial goals with an advisor who shares your values for a more fulfilling partnership
- Commissions and fees to consider
- And more!
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