Can Guidevine Really Help You Find the Right Financial Advisor?

by Podcast

In order to produce the podcast and keep content up free for you, I work with partners so this post may contain affiliate links. Please read my full disclosure for more info.

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.

[smart_track_player url=”http://traffic.libsyn.com/couplemoney/CM_S2E21_Finding_Your_Perfect_Match_Financial_Advisor_with_Guidevine.mp3″ social=”true” social_twitter=”true” social_facebook=”true” social_gplus=”true” ]

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:

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?

About Elle Martinez

Elle Martinez helps families at Couple Money achieve financial freedom by sharing tips for reducing debt, increase income, and building net worth. Learn how to live on one income and have fun with the second..

See all posts Visit website

Previous Post:

Next Post: