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Dating your financial advisor

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You may wonder what a financial advisor does with your money and how this professional decides on the best investments and course of action for you. A financial advisor is your planning partner. Let's say you want to retire in 20 years or send your child to a private university in 10 years. The financial advisor is also an educator. Part of the advisor's task is to help you understand what is involved in meeting your future goals. The education process may include detailed help with financial topics.
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What Do Financial Advisors Do?

Dating your financial advisor
Dating your financial advisor
Dating your financial advisor
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What Do Financial Advisors Do?

These online services pick and manage an investment portfolio for you using computers, which lowers their overhead. Some offer access to human advisors for when you have questions, but their primary service is investment management , not financial planning. These companies offer investment management alongside virtual financial planning — clients typically meet with financial advisors by video or phone, and they receive financial plans and guidance. Many different types of specialists focus on helping you reach financial goals. Finding a fee-only certified financial planner gives you a good combination of specialized training and no conflicts of interest. A CFP must meet a high bar for educational requirements, experience and testing. Below are our some of our picks for the best robo-advisors and online planning services.
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