YahooFinance: 7 Ways To Know You’ve Found the Right Financial Advisor for You

Stephen Roth |

If you’re in the market for a financial advisor, choosing one can be an intimidating prospect. After all, how will you know when you’ve found the right match? The answer comes when you’ve properly vetted them. Taking actions like researching their background and qualifications and asking the right questions will lead you in the right direction.

Stephen Roth, CFP, principal and founder of Limestone Financial Group said that good communication is the key to any good relationship — including the one you have with your financial advisor. He suggested that you should evaluate whether they can effectively communicate with you by asking yourself the following questions:

  • Do they speak my language?

  • Is it engageful communication?

  • Do I understand and feel emotionally safe to express myself or challenge a recommendation?

  • Am I being heard?

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