In this episode, Rachael and Matt discuss the important steps and expectations to consider when choosing a financial advisor. Whether you’re looking for comprehensive financial planning or need help with a specific issue, understanding what to look for can help you make an informed decision. We cover key topics such as assessing rapport, the importance of transparency, and ensuring proactive communication from your advisor.

Key Points Discussed:

1. Know what you’re looking for
   • Step back and consider if you’re really looking for someone to manage your complete financial situation or if you’re only looking to solve a specific problem (e.g., “I’m paying too much in taxes”).
2. Do your due diligence
   • Research the advisor to learn everything you can about what they do,  ...