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  • The tendency is to want to overestimate the amount of assets in order to attract a better advisor. Don’t do this. You don’t want to be the biggest client, nor do you want to be the smallest. You want an advisor that is comfortable and knowledgeable in managing assets in your range.
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  • If you’d like, you can provide additional information about yourself and your financial situation to the advisor so he/she can respond to your unique needs.
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Complete a short form with your basic information, and include a name & email address of the financial advisor you had in mind.


The financial advisor you are evaluating is notified you are interested and is invited to complete a comprehensive online questionnaire.


The completed questionnaire is sent back to you with our automated analysis of the advisor’s answers. Then, you can decide if the financial advisor is the right fit for you!