Thought Leader. Financial Planner. Advocate.

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I am often asked by people who read this column: How do you find a financial adviser?

Many are afraid they don’t have enough money. Others honestly have no idea how or where to start. And lots of people are intimidated.

Think of it this way: A financial planner will work for you, not vice versa. And you need to look at it as a long-term relationship – someone who will spend years helping to guide your finances. You don’t have to be buddies, but you must have a trusting relationship.


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