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Looking for a financial planner, but don’t know where to start? Raghav Sharma, GuideVine CEO, shares tips to find the best financial adviser for your needs and how to avoid the bad eggs.
Finding a Trustworthy Financial Planner
If you’re thinking about hiring a financial advisor, you two have to become comfortable with opening up your finances, and to some degree your marriage.
How do you find someone you two can trust?
To help me out, Guidevine CEO Raghav Sharma will share tips so you two can find the perfect match. In this episode we’ll discuss:
- situations were a financial advisor could be a huge help
- what you two need to do BEFORE you reach out for help
- red flags to watch out for
Hope you enjoy!
GuideVine Review: Finding the Perfect (Financial) Match
Find the right advisor takes time and patience.
While getting referrals from your network is valuable, you still have due diligence to complete to make sure your advisor has both the expertise and personality to handle your finances.
If you’re pressed for time or prefer having someone handle the nitty-gritty of screening, you should check out GuideVine.
They have designed a process that works allows them to give you pre-screened financial experts that are tailored to your needs and preferences.
As a consumer it’s free to use, making it an even better service!
Guidevine also has some great financial resources in their Consumer Insights:
- How to Review a Financial Advisor: The Definitive Checklist
- Smart Money Moves in your 30s
- 6 Dangerous Myths About Financial Planning, Debunked
Thank You to Our Partners
Support for this podcast comes from partners like Personal Capital. Easy to set up & easy to use. You can have all your investments, income, and expenses all pulled into one place.
Did I mention it’s free? Why don’t you give Personal Capital a try today?
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