Enjoy these tips on choosing the right financial advisor for you.
Choose the right Advisor for you.
Don’t be afraid to ask tough questions of any potential financial advisor.
A Friendly Warning....
Anyone can call themselves a financial planner; no minimum experience or education is required by law at this time.
When you work with a Garrett Planning Network advisor you can be confident and trust that your advisor is working in your best interest.
Learn tips from Sheryl Garrett
Get a free download of Finding and Hiring the Right Advisor from the Personal Finance Workbook for Dummies.
Financial Advisor Interview Questionnaire
Download this free questionnaire. Take it to your first meeting to know if they're the right advisor for you.
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Before Sheryl Garrett put her stake in the ground on the issue about two decades ago, the notion of providing financial advice on an hourly basis was virtually unheard of.
Our Member Advisors must:
- Be Fee-Only.
- Offer financial planning and investment advice on an hourly, as-needed basis (and they may also offer investment management services, in addition to hourly-based services).
- Be accessible (meaning, provide financial advice on an as-needed basis to individuals from all walks of life, without any minimums as to income, assets, net worth, length of engagement or revenues generated).
- Either be a CFP® certificant, a licensed CPA with the Personal Financial Specialist (PFS) credential, or obtain one of those designations within five years from the date of initial RIA registration as a Garrett member.
- Adhere to the Fiduciary Oath.
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