28 Financial Advisor Vetting

I’m Miriam Neff and I’m Valerie Neff Hogan with Wise Women Managing Money.

M Changes in life may require changes in important documents.  Our world has become complex.  Finding the right people and advisors to navigate complex situations is important.

V We recommend you meet with a few advisors before choosing one.  We recommend vetting lawyers and certified financial planners, even tax preparers. Yes, it takes time and research before you find a match, but long term, that vetting effort should pay big dividends. When Mom went through this, it was important that they listened to her and respected her goals.  At widowconnection.com our podcasts give specific websites for research. 

M It’s common to hesitate, but any person can do this, and it’s a satisfying accomplishment.