TOPIC OF THE MONTH

Questions You Should Ask Your Financial Advisor

🗓 Wednesday, July 5, 2023

COURSE OPENS IN

⏰ Get a reminder

About This Event

Questions You Should Ask Your Financial Advisor

If you already have a financial advisor or you’re meeting one for the first time, it’s important to be prepared. Before you meet with a financial advisor, you want to make sure you’re hiring the best person for you and your situation.

It’s important you feel empowered when it comes to your financial future. In this course, we highlight the best questions to ask your financial advisor so you can achieve your financial goals. By the end, you will have the tools to form relationships with a financial advisor, ultimately becoming more comfortable and confident when managing their own money.

The best part is that all course material is accessible online at any time, so you can complete the course when it’s convenient for you. Sign up for a reminder today!

 

A little coaching can go a long way

Set time to meet with a financial coach who can provide you general guidance on what questions are the best to ask your financial advisor.

Talk to a coach →

DISCLOSURES

This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.

This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.

FinPath is offered through RPW Solutions.

© Copyright 2023, FinPath Wellness