As a DIY investor, you’re checking the financial investment boxes. But there’s still a question in your mind … Am I doing this right?
Well, you might be a candidate for a financial advisor. A professional who understands the stock market, knows different types of investments and someone who can help you create a plan that fits your personal situation.
If you are considering working with a financial advisor now or in the future, here is a list of questions I would suggest you ask. This may help you develop some more trust in financial advisors in general.
My preferred form of financial advisor relationship is with the advice-only model. You pay for their time and they support you on your journey. No managing your money and no products sold. Just advice.
I recommend Nectarine for this type of support. They are revolutionizing the financial advising industry with this simple model and making it easier for DIY investors to feel like they understand how they’re doing.
Check Nectarine out TODAY! ➡️ Head over to marriagekidsandmoney.com/nectarine (affiliate)
What do you think of these 5 questions to ask a financial advisor? Are you currently working with a financial advisor?
Marriage Kids and Money
As a DIY investor, you’re checking the financial investment boxes. But there’s still a question in your mind … Am I doing this right?
Well, you might be a candidate for a financial advisor. A professional who understands the stock market, knows different types of investments and someone who can help you create a plan that fits your personal situation.
If you are considering working with a financial advisor now or in the future, here is a list of questions I would suggest you ask. This may help you develop some more trust in financial advisors in general.
My preferred form of financial advisor relationship is with the advice-only model. You pay for their time and they support you on your journey. No managing your money and no products sold. Just advice.
I recommend Nectarine for this type of support. They are revolutionizing the financial advising industry with this simple model and making it easier for DIY investors to feel like they understand how they’re doing.
Check Nectarine out TODAY! ➡️ Head over to marriagekidsandmoney.com/nectarine (affiliate)
What do you think of these 5 questions to ask a financial advisor?
Are you currently working with a financial advisor?
Let us know in the comments ⬇️
1 month ago | [YT] | 10