What Should You Look for in an Advisor?

Where YOU are in your journey matters just as much as where your advisor is in their career. Do you need some simple structure and advice? Could you benefit from working with someone who understands how to bridge financial differences between you and your spouse? Are you a business owner seeking financial input from someone with first hand business ownership experience? It's important to know where you are and what you need. From there, you'll be in a great position to determine whether or not your advisor is backed with the appropriate experience to effectively partner with you.