What is included in our Financial Advisor checklist?

  • Check the basics

    We breakdown what to look for including qualifications, trustworthiness and firm structure when choosing a Financial Advisor.

  • Personal fit

    Your Financial Advisor will need to understand who you are on a very personal level. It's important you work with someone with whom you feel comfortable communicating openly.

  • Services and fees

    We provide a list of the various services, types of investments and fee structures used by Financial Advisors.