Who We Work With
In keeping with our mission to make the opportunity to work with a right-fit financial planner available to all, in addition to sharing our information about our services directly with individuals who would benefit from our services, we regularly outreach to organizations who employ or serve individuals who could benefit from working with an investment advisor – individuals who may feel uncomfortable about, or intimidated by, doing so.
What Audiences Does Our Financial Planner Matching Service Serve?
In keeping with the above, the three primary audiences with whom we collaborate or interact with directly to provide access to our find-a-financial-advisor tool include:
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Professional-Service Firms, Such as Law Firms and CPA Firms
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Individuals - Specializations for those who are searching on their own to identify a financial advisor who will help them develop a financial plan that suits their particular needs, wants, and emotions related to investing
Concerned You Can’t Afford A Financial Advisor And Savings Advice?
The financial advisor identified for you via your confidential assessment can answer these common fee-/cost-/price-related questions that many individuals have about working with a financial planner, including:
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How much does a financial advisor cost?
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How much do financial advisors charge?
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What’s a reasonable price for a financial advisor to charge me for their services?
What Makes Us Different From Other Providers Of Financial Advisor Lists or Matching Services?
Our financial advisor matching service is completely client-centered. It’s all about providing you with a financial advisor, based on “inputs” you provide to us via our confidential questionnaire/assessment form, including ones related to your thoughts and emotions related to money and financial risk tolerance.