Why vetting an advisor is important
August 1, 2018
M I’m Miriam Neff-with STARTING OVER FINANCIALLY,-and I’m Valerie Neff Hogan, and we’re here to talk about money
M Changes in life may require changes in important documents. Our world has become complex. Finding the right people and advisors to navigate complex situations is important.
V We recommend that you meet with a few advisors before choosing one. We recommend vetting lawyers and certified financial planners, even tax preparers. Yes, it takes time and research before you find a match, but long term, that vetting effort should pay big dividends. When Mom went through this, it was important that they listened to her and respected her goals. At widowconnection.com our podcasts give specific websites for research.
M It’s common to hesitate, thinking its a daunting task. But any person can do this, and it’s a satisfying accomplishment.