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Updated: May 27, 2019

Our financial lives are complex, and everywhere I look I see people over their heads when trying to navigate financial decisions and options. To make things worse, either they don’t think they need professional advice or they do think they need it but don’t know where to turn or whom to trust.

Friends and acquaintances can give you names of people they know or have worked with. But more than likely, they don’t understand the way the advising industry works and they almost certainly don’t understand all the particulars of your situation.

There are some sites that claim to match you with the right professional, but those are limited to who has been included (or paid to be included) in those databases.

The truth is that financial professionals and advisory practices have unique specialties, approaches, structures, and strengths. I wrote my book, "The People’s Guide to Finding the Right Financial Advisor," to help laypeople look proactively for the best professional to meet their unique needs.

Deborah Nason

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