Episode 173 | When Should I Get A Financial Advisor?

A MTM listener is trying to determine whether they need a financial advisor. In this episode, Art provides guidance regarding when to get a financial advisor and what to look for. Notes: Question #1: Are you a fiduciary? Question #2: Tell me about your qualifications. Question #3: How do you get paid? Question #4: Outside of your payment, what are my costs? Question #5: What services are included in the cost? Question #6: How does our relationship work? Question #7: What is included in your financial planning services? Question #8: What is your investment philosophy? Question #9: If I move everything over to you, are there tax ramifications? Resources: Free Resources from Christian Money Solutions Ask a Money Question!