I want to work with a financial advisor who really gets to know me, my family, our goals, and what is important to us.

I'm looking for a financial advisor who will spend time educating me on investment topics and answering my questions.

I want someone who makes recommendations in my best interest and explains how they can help me progress toward my goals.

Meeting with my financial advisor should be convenient.

And I want choices - whether that means meeting in person, over the phone, or with virtual online meetings.

I want my financial advisor to be easily accessible and to contact me for strategy and review meetings. I would like to be reassured that I'm on the right track, and have periodic updates to help keep me on track.