Matching with a financial advisor
I am married. My husband and I share finances. We are looking for a financial advisor match. The questions asked don’t seem to relate to household income or assets but rather individual assets. Maybe I missed that in the quiz. Do we just answer all questions as if they relate to our combined incomes and combined 401 k things even though it doesn’t say that?
Terry Says
Did you use this link to Wealthramp? It is the only matching service I recommend, because it incluees ONLY FIDUCIARY, fee-only advisors.
Yes, lump all your money together in completing the questionnaire for the match. The advisor will, of course, take into account your individual risk tolerances and goals for retirement when you meet. But the idea is to plan for a comfortable retirement TOGETHER!
