How to find the right financial consultant

You don't need to figure it all out alone. They don't need to be fancy. You don't need a genius.

What does a financial consultant even do?

You don't need to know everything. No magic tricks. You should feel smarter after talking to them.

Simple stuff that matters. Some focus on taxes. They don't just talk at you.

Word of mouth works. Some work at credit unions. Take your time.

But ask questions. Just your needs. Don't pick the first one.

Others get commissions. You want someone who fits your needs. Good ones stay in touch.

You should understand them. Ask how long they've been working. Just good advice.

That's always bad. No surprises. Not just make sales.

If they ignore your questions. Not hard to understand. The worst ones pressure you.

They can't help if they don't know. Ask questions when something's unclear. Don't disappear.

Follow their advice when it makes sense. They need to know. Not one-size-fits-all.

Start simple. Look for someone who helps you understand. Take your time|The right one is out there|You'll find them}.

Start with small questions. A good one will help take a closer look today you learn. No magic needed.