How to pick a financial advisor

Proverbs 16: 20 Those who are attentive to a matter will prosper, and happy are those who trust the Lord.

I. Review your Board of Directors Video # 2

II. Picking a financial advisor
A. Certified Financial Planner: fee based or percent of portfolio
B. Get references
C. Check their reputation: brokercheck.org
D. Rarely chose a friend or relative

III. Interview at least three
A. How much are you paid and when?
B. Are you a fiduciary?
C. NEVER commit to a person who talks down to you.

IV. Monitor your investments.

V. Change advisors to meet your needs.

Save for the future and still treasure the day!