Discussions

Lately, I’ve been thinking more seriously about long-term financial planning.
There’s savings, investments, taxes it’s a lot to figure out alone.
I know I need help, but not sure how to pick the right person.
What should I look for in a first meeting with an advisor?
Should I go with someone who has years of experience, or is it more about how well they understand my goals?
Do people usually stick with one advisor long-term, or switch around?
And how do you know if the advice you’re getting is actually in your best interest?
I’d love to hear about how others found someone they trust.