Financial Providers

Should You Ask Prospective Financial Advisors About Their Finances?

Should You Ask Prospective Financial Advisors About Their Finances?

Finding the right financial advisor for your particular situation can be incredibly tough and time-consuming. To help you begin to filter through the many financial professionals, numerous articles have been written about what questions to ask. 

I even wrote an article on the subject and outlined five key factors to consider:

1. Education and Experience
2. Certifications
3. Fees and Conflicts of Interest
4. Standard of Care
5. Working Relationship

A factor I didn't mention was inquiring about an advisor's own financial situation. I asked several financial advisors to weigh in on whether they thought their own financial situation would be relevant to prospective clients, and most agreed sharing certain aspects could be helpful. Here's what you may want to ask a prospective financial advisor about their own finances.

lifelaidout Q1 '17 Update

lifelaidout Q1 '17 Update

I hope your 2017 has been off to a good start! On the east coast, it seems like we're finally making way for warmer weather (fingers crossed). 

At lifelaidout, we've been working hard to help people reach their financial goals through comprehensive planning as well as educating people about personal financial strategies through articles, talks, and media mentions

See below for a summary of what we've been up to. If you would like to explore working together, through individualized planning or a company/group talk, please email me at roger@lifelaidout.com to start the process. 

5 Things to Look for When Picking a Financial Advisor

5 Things to Look for When Picking a Financial Advisor

The financial advisor ecosystem can be surprisingly complex. Nearly anyone can call themselves a financial advisor, financial planner, or financial coach, with minimum qualifications required. As a result, it's important to be careful and thoughtful when selecting a professional to help you save, grow, and protect your savings. Here are five things to consider when shopping for a financial advisor.