How To Find the Right Financial Advisor (Ep.25)

How To Find the Right Financial Advisor (Ep.25)

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What are the right questions to ask when choosing a financial advisor? 

Knowing what to ask can differentiate between retiring comfortably and facing unexpected challenges. 

Join CERTIFIED FINANCIAL PLANNER™, Michelle Gessner to discover the critical questions you should ask when searching for a financial advisor – and the three questions you should ask yourself when deciding if the expense is worth the benefits. She provides a comprehensive checklist that can guide you in selecting the right professional to help you achieve your retirement goals. 

Top takeaways from today’s episode: 

  • The importance of fiduciary advice and what it means for you
  • How to determine if an advisor provides comprehensive financial planning or just investment advice
  • Evaluating an advisor’s expertise and experience
  • Understanding how frequently you’ll be in touch with your advisor and why it matters 
  • Clarifying total investment and management expenses and how to determine whether it’s worth it
  • The role an advisor plays in solving financial problems beyond just investment management 
  • The significance of checks and balances and access to your funds
  • The questions to ask yourself when justifying the cost of an advisor
  • And more

Previous Episodes of Interest:

  • Retirement Checklist: 6 Questions to Ask Yourself (Ep. 19)
  • 5 Signs It’s Time To Fire Your Financial Advisor (Ep. 11)
  • How To Avoid Common Retirement Planning Mistakes (Ep. 9)
  • The Client Experience with Michelle Gessner, CFP® (Ep. 2)

Resources:

Connect with Michelle Gessner: 

About Michelle Gessner: 

As a CERTIFIED FINANCIAL PLANNER™ professional, Michelle is passionate about building a life plan for her clients and helping them see that they have choices, which often comes to them as a pleasant surprise. She is an independent thinker and a huge advocate of her clients’ interests. Her greatest joy is working to do what is right for them and be their voice.

Michelle has a B.S. in Finance from the University of Colorado, Boulder, and an M.S. in Management from Boston University, Brussels. Growing up in Montana and moving to Colorado for college, she took out student loans and worked her way through all four years. After graduating in 1987 with honors, she accepted a job at Shell Oil in Houston, and worked her way up the corporate ladder to a management position before leaving in 1992 for Brussels, Belgium, where she lived for 4 years. In Brussels, she learned about different cultures and basic conversational French as well as pursuing and earning a graduate degree in management. 

As a CERTIFIED FINANCIAL PLANNER™ professional,  she is held to the highest standards set forth in the industry. She surrounds herself with a back office of experts in tax and investment research so that her clients have the best of both worlds – the resources of a large firm with the caring, dedication, and personal service of a small firm. 

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