Choosing an Advisor in the Time of Covid-19

If the recent shelter-in-place restrictions were not enough to take you off balance, the March recession and changes to your ongoing employment likely tipped the scale for you.  Amid so many uncertainties, where should you turn and how do you go about choosing an advisor to partner with for the future?

Whatever is driving your search for an advisor, there are some important aspects which should be considered before making your decision. Because this is not a decision most people make more than a few times in their lives, consider the following to help you narrow down your search for the right person.

Choosing the Right Advisor – A Clearview Case Study example of advisor characteristics you should consider

NAPFA Advisor Comparison Tool  – A tool provided by the National Association of Personal Financial Advisors to help you compare advisors.

If you’re interested in talking with a Clearview Advisor about your situation, click here and we will reach out to see if we might be a good fit as your financial partner.