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How to Find the Best Financial Planner For You

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Looking for a financial planner, but don’t know where to start? Raghav Sharma, GuideVine CEO, shares tips to find the best financial adviser for your needs and how to avoid the bad eggs.

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If you’re thinking about hiring a financial advisor, you two have to become comfortable with opening up your finances, and to some degree your marriage.

How do you find someone you two can trust?

To help me out, Guidevine CEO Raghav Sharma will share tips so you two can find the perfect match. In this episode we’ll discuss:

  • situations were a financial advisor could be a huge help
  • what you two need to do BEFORE you reach out for help
  • red flags to watch out for

Subscribe to Couple Money Podcast via iTunes, Stitcher, or copy this link to usewith a podcatcher of your choice. You can also chat with me on Twitter andFacebook.

GuideVine: Finding the Perfect (Financial ) Match

Looking for a financial planner, but don't know where to start? Raghav Sharma, GuideVine CEO, shares tips to find the best financial adviser for your needs and how to avoid the bad eggs.

Find the right advisor takes time and patience. While getting referrels from your network is valuable, you still have due diligence to complete to make sure your advisor has both the expertise and personality to handle your finances.

If you’re pressed for time or prefer having someone handle the nitty gritty of screening, you should check out GuideVine.

They have designed a process that works allows them to give you pre-screened financial experts that are tailored to your needs and preferences. As a consumer it;s free to use, making it an even better service.

They also partner up with organizations to better the community. For example, if you meet an advisor this month Guidevine will donate $100 Toys for Tots and $100 Prep for Prep.

Guidevine also has some great financial resources in their Consumer Insights:

Your Vote Matters!

As we head into 2016 and the upcoming 3rd season, I want to have your votes on what you think are the best episodes of the Couple Money Podcast. Leave a comment here, or send me a message, tweet, or post with your picks.

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