Before you hire a Financial Advisor...

Do you know the real costs and benefits of the different sources of financial advice?

Doing it yourself may come with the lowest cost up-front, but can lead to questions and mistakes. Should you opt for advice on an hourly basis or go with a robo-advisor? Or, would you be most comfortable going the more expensive and comprehensive route, in a traditional advisor relationship?

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Download our "Before You Hire a Financial Advisor" guide now to determine if you need an advisor - and how to find one that works for you.

What Do Financial Advisors Do?

Ideally, the role of a financial advisor is to help you envision your future, help you create a personal financial plan, help you monitor the plan and manage your investible assets so that you reach your financial goals. They can help you with:

  • Planning. You can figure out your goals and determine your spending.
  • Plan Implementation. A typical financial plan may have an associated action plan with anywhere between 10 and 30 action steps.
  • Behavioral Coaching. A good financial advisor coaches you through the pitfalls associated with making decisions based on emotion.
  • Portfolio Management. They can help manage your investible assets.
  • Wealth Management. Wealth managers provide you with guidance, keep your finances on track, help you consider your legacy, and make sure all aspects of your financial world are working together.