O'Reilly logo

Who Can You Trust With Your Money?: Get the Help You Need Now and Avoid Dishonest Advisors by Bonnie Kirchner - CFP, MST

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Chapter 11. Choosing Advisors to Consider

Now that you’ve gotten to know your financial self a little better, it’s time to go in search of your financial complement. This advisor or team of advisors will fill in the gaps between your own financial knowledge and what needs to be done to help you attain your financial and personal goals. Because you’ve taken the time to understand a little about your needs, you have a better idea of what type of financial professionals your situation requires.

Be sure to take this process seriously. You are not hiring someone to pave your driveway or plan a party. You are trying to find the right person to guide you toward financial success. Your goal is to find the right person with whom you can work for a long ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required