Office Hour #2: How to Find a Financial Advisor Who Can Actually Help You 

This one came directly from the questions we keep hearing from high-income professionals just like you: 

• "I already know my way around tax and investing. Why would I pay someone else?" 
• "I'm consistently investing in low-cost index funds, which is the best approach. What would an advisor even add?" 
• "I've talked to advisors at private banks, Fidelity, Schwab, Chase private client. How do I know who to actually trust?" 
• "I want help with estate planning, Roth conversions, and retirement prep, but my advisor says 'ask your CPA,' and my CPA isn't giving me much guidance either. Who's supposed to connect all of this?" 
• "Are most financial advisors just insurance salespeople with a different title?" 

If any of that sounds familiar, this session is for you. We'll cover: 

• The key questions to ask any advisor before you sign on, and what their answers really tell you 
• What "fiduciary duty" means in practice, not just in a brochure 
• How to match an advisor's expertise to your specific financial stage and goals 
• How do I match an advisor’s expertise to my specific financial stage and goals? 

We’ll also leave time for live Q&A, so feel free to send us your questions in advance HERE. 

Whether you’re just starting to think about getting professional guidance, or you’ve had a bad experience before and want to make a better decision this time, this session is designed to give you the clarity you need.