FINDING THE RIGHT FINANCIAL ADVISOR

To find more information about how to manage your specific financial situation you should contact your financial institution and speak to a financial advisor.

Here are a few tips you should be aware of before meeting with the advisor:

• Know the qualifications of the advisor/financial planner
• Know what your financial goals are
• Know that the financial advisor should be able to build a plan of action based on your current financial situation and personal circumstance
• The initial meeting should be free
• If you are not comfortable with this person, switch and try asking friends for references
For more information visit: www.cfp-ca.org

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