Staying Fierce.

Keeping Current

What you need to know when looking for a Financial Advisor

You may not consider yourself a financial pro, we get it. However, you do want to ensure you are knowledgeable before heading into a meeting with a financial advisor. Use this checklist of google search terms that will get you started on the road of research. These search terms are just the tip of the iceberg. Use page 4 to jot down any questions you want to ask the financial advisor and any additional topics you want to look up.