Finding someone to help with your money

Getting help is smart. Just find someone who explains things well. Just someone who helps.

How can they help you?

You don't need to know everything. No magic tricks. You should feel smarter after talking to them.

They might help with investing. Keep it straightforward. The good ones listen first.

Word of mouth works. Some work at credit unions. Not all are good.

But ask questions. No big company pushing products. Don't pick the first one.

Some take fees. Find out what they do best. Ask how often they'll talk to you.

If they use big copyright, that's bad. Ask how long they've helped people. No pushy sales.

If they guarantee results. No surprises. Bad ones push products.

If they talk over you. Good advice is simple. Don't be pushed.

Tell them break it down what you want. Good ones explain. Don't disappear.

You decide. Helps them help you. Not one-size-fits-all.

Start simple. Not fancy titles. Ask around|The right one is out there|You'll find them}.

Begin when you're ready. Not more stressed. Just find good help.