The most important criteria is whether you feel comfortable with that person and are able to share with them very personal and sensitive information. If you cannot share this kind of information with your financial advisor, the value that they add will be very limited.
They should have earned the Certified Financial Planner designation and have been doing financial planning full time for at least five years.
It is very important that your advisor is a great listener and able to explain very complex issues at the clients’ level.
White House Financial & Settlement Consulting helps families live an easier and less stressful life through the proper management of their financial resources. We do this by acting as our clients’ trusted advisor providing a personal touch customized to the client’s needs! Please visit our web site at www.whitehousellc.com for more information!