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African Continuum Theatre Company

The Secrets to Finding a Financial Advisor

It is important to know how often your financial advisor expects to meet with you.

As your personal situation changes you want to ensure that they are willing to meet frequently enough to be able to update your investment portfolio in response to those changes. Advisors will meet with their clients at varying frequencies. You can take different advice from financial advisor like retirement planning consultation, mortgage deals and many more.

Why You Don't Need A Financial Advisor

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If you are planning to meet with your advisor once a year and something were to come up that you thought was important to discuss with them; would they make themselves available to meet with you? You want your advisor to always be working with current information and have full knowledge of your situation at any given time.

If your situation does change then it is important to communicate this with your financial advisor.

It is important that you are comfortable with the information that your advisor will provide to you, and that it is furnished in a comprehensive and usable manner.

They may not have a sample available, but they would be able to access one that they had fashioned previously for a client, and be able to share it with you by removing all of the client-specific information prior to you viewing it.

This will help you to understand how they work to help their clients to reach their goals. It will also allow you to see how they track and measure their results, and determine if those results are in line with clients' goals.

 Also, if they can demonstrate how they help with the planning process, it will let you know that they actually do financial "planning", and not just investing.