Your Advisor Match Checklist

In finding your perfect financial partner, you should look out for:

Competence – Certifications and trainings are important, but choose an advisor who can also explain financial concepts in an easy way.

Compatibility – Find an advisor who you can relate with and who understands your current status and lifestyle.

Cost-Conscious - A good advisor will help you find the best financial plan that fits your budget and your future goals

Accessible – Choose the advisor who is easy to contact and who can make time for you, especially for regular financial checkups.