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Your Guide To Using A Financial Advisor
by Sharon Michaels
Deciding to work with a financial advisor is an extremely important decision. Armed with this “how to” guide you’ll know what to expect, the right questions to ask and have real-world tips for working effectively with a financial advisor.
Choosing to work with a financial advisor is an extremely important decision. It should be a relationship built upon mutual respect and trust. The role of a financial advisor is to increase your net worth and help you reach your long-term financial goals. Your role is to choose wisely and prepare yourself to work effectively with your advisor.
You’ll find 31 pages of real world and hands-on “how-tos” to support your financial success.
Chapter One – When To Hire A Financial Advisor
Basically, it’s time to hire a financial advisor when you need and/or want help with your finances. It could be because you’re feeling stressed dealing with money or, you’re ready to work toward certain financial goals or, you’re just too busy to do it all yourself.
Chapter Two – What Does A Financial Advisor Do
In a nutshell, a financial advisor is professionally trained to analyze your goals and assist you in setting up a workable financial plan to support achieving those goals.
Chapter Three – Tips For Choosing A Financial Advisor
Choosing a financial advisor is an extremely important decision. It’s a relationship built upon mutual respect and trust. The role of the financial advisor is to increase your net worth and help you reach your long-term financial goals.
Chapter Four – Trusting Your Financial Advisor
You are literally allowing a financial advisor to spend and invest your money. In fact, you are entrusting them to make wise decisions about your financial future. So, how much trust should you place in your financial advisor?
Chapter Five – What To Expect From Your Financial Advisor
A relationship between an advisor and client must be built upon a strong foundation of mutual trust and respect. As a client you have certain rights and reasonable expectations that a financial advisor should be able to meet.
Chapter Six – Tips For Working With A Financial Advisor
A financial advisor is someone who advises you on the best methods for making your financial goals reality. The relationship between you and your professional financial advisor is an extremely important one. After all, how many professionals will have such a direct impact on your financial future?
Chapter Seven – Wills and Trusts – Protecting Your Assets
Wills, Power of Attorney and Trusts are subjects many of us don’t want to think about let alone deal with but as we all know things happen. Preparation can help make uncomfortable life situations easier for you and the family and also give you the peace of mind of protecting your assets.
Some book reviews/recommendations to increase your financial savvy:
Chapter Eight – Smart Women Finish Rich – A Review
Are you ready to become more financially organized? David Bach is a financial advisor who knows how to help women write a “doable” and achievable financial plan. If you’re ready to get serious about your financial future, this may be just the right book for you.
Chapter Nine – The Quiet Millionaire – A Review
Do you want clear financial goals, objectives and timelines? If you’re truly serious about developing an understandable and comprehensive financial vision for the future, The Quiet Millionaire by Brett Wilder may be the right book for you.
Chapter Ten – Women and Money – A Review
How many of us wish we had a better grip on our personal finances? If you’re like me, maybe you’ll be as fascinated by the title as I was, Women and Money: Owning the Power to Control Your Destiny. This sounded like something I could find very interesting – money, power and my destiny. I started reading.
Armed with Your Guide To Using A Financial Advisor Ebook you’ll know what to expect, the right questions to ask and have real-world tips for working effectively with a financial advisor.
Price: $0.99 US
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