From the course: Managing Your Personal Investments
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Advisor options
- For as long as there's been money, there's been people who charge a fee to hold it or manage it for you. The world of financial advice is a vast and complex one, and it can be hard to know where to start when you decide you want some help. First thing, consider your goals. What problems are you looking to solve? Is it to save you time across a variety of financial issues? Is it to grow your nest egg? Is it to help you budget and save? Your goals will then narrow down the different types of advisors that are right for you. Remember, an investment advisor is not necessarily a financial planner. The difference is that an investment advisor is focused on growing your assets and a financial planner is focused on the spectrum of your financial life, from insurance, to trusts, to budgets. If it's the latter you want, look for someone with the highest certification level, such as a CFP, which is a certified financial…
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