Finance Made Simple


How do you find a financial advisor that is right for you?

I see many articles talking about how to choose the right professional to work with when it comes to financial matters. Let's face it, this is a very delicate area; one where you will need to feel very comfortable sharing personal information. And how about finding a financial advisor you can trust? You should be able to feel that you can trust the person that you're dealing with to provide you with the best information available according to your needs.

So how do you find this person, and what should you do to make sure he or she is the right advisor to help you reach your financial goals?


First, let's talk about common terms associated with financial advisors. To start with, how do they charge for their services?

As my inaugural blog post, I am going to introduce myself through a passion that I share with not only many of my clients, but a good percentage of the general population: Golf.

I have been playing the game for more years than I care to admit, having started as a twenty-something, taking time off to raise kids and playing “vacation golf”, to resuming my passion with fervor in the last fifteen years. People who know me know I am a golf nut. And there are many parallels between golf and my just as enthusiastically chosen profession: Financial Advisor and Wealth Counselor. Let me explain.

Golf is a game of character and honesty. You can admit your mistakes, learn from them, and move on. It's really a game for an individual, although teams also play together. But it's you versus "the course." The tools are important also. You will play better and enjoy the experience more with clubs that are fitted to you and your game. Playing with borrowed clubs will create inconsistent results. This relates well to finance and investing. It’s about you, not an average, not your neighbor’s situation.


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Finance Made Simple

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