No matter how perfect an advisor’s background, skills, and ethics may be, it’s important to trust your gut when it comes to your personal fit.
Ask yourself the following five questions when choosing a financial advisor:
Is this someone I want to be in a close relationship with for the next twenty to thirty years?
Do they seem open and honest?
Can I communicate easily with them?
Do they work with people like me—with my needs and level of assets—and who think the way I do?
Can this advisor create enough value (both tangible and emotional) for the fees they charge?
If you answer no to any of these questions, keep looking. If you answered them all with an enthusiastic “Yes!” trust your (well-informed) gut: You’ve likely found the right advisor for you.