How to find the best financial advisor for you
How do you find the best financial advisor for you?
In this video I lay out 3 key things to know when you’re wanting to meet with a financial planner and how to find someone that’s a perfect fit for you.
- Know what services you’re wanting (comprehensive financial planning, investment management, and/or hourly or project-based planning)
- Get an idea of how you’ll be paying for these services.
- Know if you must meet with your financial planner in their office, or is going to an office not important and you prefer doing virtual meetings.
RADIANT Wealth Planning, LLC is a fee-only financial planning and investment management firm located in Newport Beach, CA
Welcome to our videos where we share tips and advice on all topics that help women meet their financial goals.
About the Author
Randa Hoffman is the owner and financial planner at Radiant Wealth Planning, a fee-only financial planning and investment management firm exclusively for women. She helps ease the uncertainty around retirement, tax planning, and transitioning wealth so that women can live a life they’ve always dreamt of. She holds an MBA and EA and lives in Newport Beach, CA.