EP08: 5 best questions to ask a financial planner - PART 2

How do you pick the best financial adviser for you? What are the questions essential to evaluate who can help you best in managing your finances? In the previous episode, we talked about doing things differently from what you would typically think. I was telling you what skills to vote for, designations to look for, and questions you should be asking to determine if they're a good fit for you and whether or not you are a good fit for them.

Key points covered in this episode: 

✔️ Work with a financial adviser who will not shame or blame you for the fact that you've made money mistakes. Are you a corporate woman thinking about and planning your exit strategy to start your own business? Or have you gone through money mistakes and might want to work with a financial adviser committed to turning things around? The woman I have been serving in the past 27 years is who I am in the past. As a financial adviser, I will never make a woman feel bad about the many mistakes she made in the past because I've made many mistakes myself, so I see you, and I understand what you are going through. 

✔️ You don't want somebody just in it for the money; you want somebody in it to help you grow and build your wealth. What you should be looking for in your financial adviser is somebody with that level of excitement. You don't want somebody who is doing it just because it's a well-paid profession. Consider looking at these five questions when you're evaluating a financial adviser who can be the best match for you:

1. Who do you help? 
2. How can you help me? 
3. Why do you work with people like me?
4. What experience do you have working with people like me?
5. What do you love about your job?

✔️  If you're not hearing the excitement in the financial adviser that you are currently working with, perhaps it's time to find a new one. A recent Bankrate survey says that 55 percent of Americans are looking or thinking about changing jobs in the next year. Many people looked at their passions and circumstances and saw that there is no connection between the two. I'm fortunate because I know and love what I do. I've been doing it for 27 years, and I get to work with women and help them see how to grow and build their wealth and pass it on to the next generations. There is nothing I can imagine him doing today that isn't about that. 

✔️ As we are entering the year's final quarter, it's time for you to start assessing and making changes that you need to make when it comes to your finances. If you are committed to changing things and moving in a new direction, then I am somebody who will walk alongside you as you make that transition. Stay tuned to the Her Money Story podcast to set you up for success in 2022. 

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Felicia Gopaul, CFP, is the Premier Women's Wealth Builder 

dedicated to your financial success!

Ms. Gopaul is a Money Confidence Catalyst and author of an Amazon best-selling books "Preparing for the Five Ds: Divorce, Disability, Downsizing, Disasters, and Death" and "Local Business Mavericks - Volume 20: Insights & Innovation From Top Local Business Owners, Professionals & Community Leaders."

 She is also a speaker and Certified Financial Planner Ambassador (only one of 50 people in the United States). She teaches accomplished, successful and educated women to heal their money mistakes, rebuild their wealth, and ultimately reclaim their power. Her business, Financial Control Mastery, teaches women to honor themselves through their money and actions. Know more and visit www.FinancialControlMastery.com