10/01/2026
October is National Financial Planning Month.
Hiring a financial advisor? Read this first 👇
The right advisor can change your financial future.
The wrong one… can cost you.
Here’s how to choose wisely ⬇️
✨ What to look for:
• Fiduciary (puts YOU first)
• Clear, transparent fees
• Strong credentials (CFP®, CFA®, CPA)
• Communication you actually understand
• An investment approach that fits your goals
💬 Questions to ask: • “How do you get paid?”
• “Are you a fiduciary at all times?”
• “What’s your investment strategy?”
• “Who do you typically work with?”
• “How often will we meet or check in?”
• “What happens if you’re unavailable?”
🔎 Do THIS before you hire anyone: Check FINRA BrokerCheck (brokercheck.finra.org)
You can see:
✔️ Licenses
✔️ Work history
✔️ Complaints or disclosures
Don’t skip this step. It matters.
💡 Bottom line:
An advisor isn’t just managing money — they’re helping guide your future.
Take your time. Ask questions. Choose wisely.
________________________________________
Created with AI assistance and advisor input
