When Should I Get a Financial Advisor?

Episode #173
July 3, 2023

A MTM listener is trying to determine whether they need a financial advisor. In this episode, Art provides guidance regarding when to get a financial advisor and what to look for.


Question #1: Are you a fiduciary?

Question #2: Tell me about your qualifications.

Question #3: How do you get paid?

Question #4: Outside of your payment, what are my costs?

Question #5: What services are included in the cost?

Question #6: How does our relationship work?

Question #7: What is included in your financial planning services?

Question #8: What is your investment philosophy?

Question #9: If I move everything over to you, are there tax ramifications?


Free Resources from Christian Money Solutions

Ask a Money Question!