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1. Establish Advisor Relationship
Given the personal nature of your finances, it is important to find an advisor whom you trust and with whom you feel comfortable. Interview multiple advisors before moving forward with your planning needs, as you may “click” with one and not another. It’s to the planner’s benefit too, since we need clients to be open and honest with us. Consider also whether the advisor works with clients in similar situations to yours, and how they are compensated. We, like many others, offer a free initial consultation for this step. With the introductory questionnaire in hand, we will talk about your goals, timeframe, and other personal specifics in order to define together the services that would best meet your needs. After the meeting, you will receive a Financial Planning Agreement outlining proposed services and fees. You can then choose whether or not to move forward to the next step.
