Foundations of Money Education Finding a Good Financial Planner Notes Why Might You Need a Good Financial Advisor Americans retire each day and of those are likely to run out of money The market capitalization of all of the world s stock markets is equal to What an Advisor Should Do for You Step 1 Discuss Identify Step 2 Determine Step 3 The financial advisor monitors the to ensure that the actual of its investments remain near the client s Step 4 can create a lot of stress and confusion for investors which financial advisors work to cancel out for their clients One way they do this is through monthly Step 5 Common questions financial advisors will ask their clents What have happened over the past year Do you have an Do you have any insurance What have you taken on since the last time we ve spoken Have you taken any steps to safeguard your Step 6 Five Smart Investing Principles Estimate your Know your Diversify Consider and Get started How to Find a Good Financial Advisor Ask a Ask Lots of Don t fall for Do your own