You don't need to figure it all out alone. They don't need to be fancy. You don't need a genius.
How can they help you?
You don't need to know everything. No magic tricks. Not more confused.
Simple stuff that matters. Some focus on taxes. The good ones ask questions.
Where to even look for one
Word of mouth works. Some work at credit unions. Not all are good.
But ask questions. Just your needs. Don't pick the first one.
Simple things to check
Ask how they make money. You want someone who fits your needs. Good ones stay in touch.
You should understand them. Ask how discover actionable insights long they've been working. Just good advice.
Red flags to watch out for
Real ones don't do that. Watch out if they won't explain fees. Bad ones only want commissions.
If they don't listen. Not hard to understand. Don't be pushed.
Easy tips for good results
Be honest. Ask questions when you need more info. Check in when you need to.
You decide. They need to know. Good advice grows with you.
Easy steps to good advice
Just find someone good. Look for someone who explains clearly. Ask around|The right one is out there|You'll find them}.
Don't wait until it's hard. You'll feel better about money. Just find good help.