How to find the Perfect Investment Person

 

This is a valuable resource if you want to find someone to work with for life.  In this 3-minute video I share how to conduct proper background research on finding a worthy list of ‘investment people’ to interview in-person.

Investing a small amount of time and effort upfront before setting up an in-person meeting will save you money and time in the long-run. After you watch this video and follow the research steps, click the button below video to get the interview questions.

If you would like to have me review your preliminary list and final list, please set up a meeting. I charge by the hour, it’s a very small amount when you think about what could happen if you choose the wrong person, such as: extremely high fees that are hidden, too much risk taken on in the investment choices, and in rare cases, fraud.

XO$,

Shannon

P.S. I use the term ‘investment person’ because the finance arena uses so many titles that it can be super confusing.  A future video will explain different investment titles.