If the 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. Given the many months this crisis has continued on and amid so many uncertainties, where should you turn and how do you go about choosing an advisor to partner with for the future? Can you even search for an advisor during Covid-19?
Clearview Wealth Management is fully able to meet virtually with you to help determine if there is a mutual fit for your situation and if we have the expertise you need to help you meet your goals.
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.