What Will A Financial Advisor Do?
The Sound Financial Advisor Will: • Review the various aspects of the Donors financial and estate plans. • Help Donors clarify their financial planning goals. • Pinpoint problems and opportunities. • Recommend sound planned giving and financial planning strategies. • Help Donors carry out their charitable gift plans. • Monitor their plan over time, as required, to ensure that it continues to be the best one for them. How do you find a good advisor if you don’t already have one? Talk to people who use a financial advisor so that you can truly understand the importance of having one. The selection of a financial advisor is a very personal decision, and a trusting, long-term relationship with an advisor is an excellent way to maximize your chances of making sound financial planning decisions. You have choices when it comes to developing and implementing your financial strategies. Not only on your advisor team, but also for the products and services you choose to help make your goals a rea
