Do you feel like you don’t know how to a financial advisor or money manager, or don’t know what questions to ask?
Or do you already work with a financial advisor but are unsure about how to talk with or evaluate them?
During the 30 years that I have invested, I developed a questionnaire that I use when I am considering a money manager or investment advisor for one of my accounts.
Some of those advisors worked out while others didn’t…and I wished that I had known the questions to ask, and understood the answers, from day 1.
But I feel like, by sharing the questions I now know to ask, I can save you some of the learning time (and money!) that I learned along the way….because money lessons can be very, very painful ones!
So here, is my personal questionnaire…yours for absolutely free. Click on the image to get it…You can also learn about how I work with women in this area below…
If you have money that is already invested or ready to be invested either by you OR a financial advisor, but don’t have the confidence to move forward or evaluate the performance results, your focus should be on getting some basic knowledge so that you can confidently invest or hire the right person for the job.
Have money invested in a 401K or other account but don’t understand what you own.
Know you want to hire an advisor but don’t know what you should consider in choosing the right person.
Have an advisor but don’t know what or how you are paying her or if they are doing a good job
You have accumulated savings beyond the six months living expenses minimum recommended before you begin investing, but the thought of taking on another task may feel overwhelming.
You live with a constant nagging feeling that need to take action to grow your money, but you want to feel more confident and in control because you really are afraid of losing the money you do have.
Another family member may oversee your investments now, but you may feel a little dependent and thus, unsettled about this.
You may have enough wealth to hire a financial advisor, or work with one already (maybe a family friend or relative), but you lack confidence in your dealings with this person that you have completely entrusted with your financial future.
You’re not sure what questions to ask to evaluate if your money is well managed, and whether you should even ask questions, especially if you lost less money than your friends during the financial crisis. (And…the lingo in the answers may feel complex and intimidating.)
What You Need Now
Knowledge gives confidence, so you need someone who is not trying to manage your money or sell investment products to familiarize you with those important basics so that you can make smart and empowered decisions. You need unbiased information delivered in a straight forward and jargon free way that feels comfortable so that you can then apply that information to confidently invest, and then monitor and evaluate the results you are getting from your money.
The Financial Woman product that will help you overcome this problem is: