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When the FPA of Colorado chapter asked me to write an article about choosing a financial adviser, I struggled with how to separate myself from the process. I have been a financial adviser for 13 years and I am a consultant who has worked with many other practices so I can tell you what to look for when you hire an adviserbut how do I do it in an unbiased way?
I decided to put my advice in a letter to my fianc茅 as if Im no longer with him to do our financial planning. By giving advice to a loved one about the best way to find an adviser, I was able to break down what I hope everyone might do when looking for a long-term, trusted resource.
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