Tool 11--Get a financial advisor
- Leslie Lewis (she/her)
- Nov 21
- 1 min read
Getting good financial advice can be a godsend. It can make a big difference to a person's long term wealth. But of course, we must use discernment. When shopping around for an advisor, anyone can look up the advisor's name on BrokerCheck from FINRA, the organization that regulates the financial industry. That link is below:
Have you thought about getting a financial advisor? Would you be willing try having a 'discovery' conversation with one or two financial advisors, with no commitment of any money on your part? Many financial advisors will have a conversation with you, for free, to see if you might be a good match, especially if you are already a client at their bank. Ask friends if they have financial advisors, and if they do, how has that been for them. So many options.
What's your experience with financial advice?
Let me know in the comments! And as always, thanks for reading this.
Quick links:
What is The MGB Investing Starter Kit? is HERE
Step 1 in the MGB Investing Starter Kit process is HERE
Step 2 is HERE --Keep a 'Digit Tally', like You Need A Budget or RocketMoney or our free tracker template HERE
Step 3 is HERE
What is Investing? is HERE
To buy our self-paced investing course for $49, sign up by clicking HERE.
For the 90 min zoom class during Black History Month for $98, click HERE.
To register for our 6 month course, for $795, click HERE.
Equity through equities.