Find the perfect investment person by watching my youtube video to get the preliminary steps before interviewing. 

Questions to Ask When Interviewing

We invest time and effort to find a worthy mate to share life experiences with. But we do not spend nearly enough time or effort to find a worthy advisor to protect and grow our life savings.

The main reason why people lack trust in an advisor is that they don’t know what to look for and end up with the first person that looks good in a suit selling the idea of big returns. They trustingly sign over their hard-earned dollars to an advisor they really don’t know too much about.

Choose the top three names from your research stage to make an appointment with. These next questions will be asked in-person.

1.      What is your biggest mistake in this line of work and what did you learn?

This will show you if they can be open and honest. Determine if it is sincere, relevant, and real.

2.     How do you get paid?

There are a number of ways one can be paid in the industry, such as salary, commission or flat-fee on sale, and percentage of assets. Also, ask, as an example, if you had $_________ to invest, how much would it cost me to invest?

3.     What is one thing you would change about the industry?

There are things in almost every industry that could be improved. I personally have my opinions on the investment industry and it shows me where my values and passions lie.  

4.     Why did the last two clients leave?

Clients will inevitably leave; it happens. But what are the reasons? You want to know.  When I was dating I asked, “Why did your last relationship end?” It showed me a lot about what he focused on and whether or not he just brushed it off as quickly as possible.

If you use these questions, believe me the advisor will be super-impressed or scared. You want the advisor who is sincerely impressed: this one will look out for you. You do not want the one who is scared of you knowing too much, though he or she may pretend to be impressed.

I am here to look over any final list of advisors you come up with to ensure they are skilled and integral.

Are you tired of budgeting and think it's not getting you anywhere?

Well...this video will share another tool that is brilliant when wanting to improve your financial situation. It motivates me!  :)

Do you show up at your accountant's office with a grocery bag or shoebox full of receipts at year end?

If so, then watch this video on 'how to organize your receipts.' These 7 steps are from start to finish on how to deal with your receipts.  It will save you time and money from paying the accountant to do it, or having to pay the tax people if you get audited and don't have the proper documents.  

Plus, the name of a "free" online bookkeeping platform that I use will be shared. Bonus!! 

In this video you will find 12 steps that have helped me tremendously!  I am sharing these tips to reduce your stress and pay your bills on time to avoid awful late fees and a lower credit score.

I have also included a free downloadable guide.  Click the button below to get your copy to follow along with as you watch the video. 

I hope this video makes you feel empowered to finally get organized around your home finances!