Finding an advisor and getting your questions answered on Myfinancialadvice is a straightforward and convenient process.

Step 1. Find an advisor

• Decide what you want to know about. Not sure? Click on Sample Questions.
• Click on the topic on the Home page or on the Find an Advisor page to find experts who are ready to help.
• Select your state and review the list of advisors who are available to assist you.
• Review the advisors' profiles.
• For more information, take a look at Advisor Requirements and How to Pick an Advisor.

Step 2. Ask Questions

• With your list of questions handy, interview advisors – live – by phone or e-mail. This will help you clarify your request and select the advisor you want to work with.
• Select one or more advisors and – using e-mail or phone – fine-tune what you want to know with your advisor and what you want your advisor to do.
• Your advisor will provide an initial free consultation to help diagnose your financial issues and prescribe a plan of action.
• Request a formal proposal from your advisor.

Step 3. Buy Advice

• The proposal you receive from your advisor states:
• What you want to achieve
• What advice and information the advisor will provide to you
• When you will receive the advice and information
• What additional information about you the advisor needs to complete the assignment
• And the FLAT FEE that will be charged to your credit card if you accept the proposal
• E-mail or call your advisor to clarify the proposal as necessary.
• Accept the advisor’s proposal – or ask for another one.
• Receive your personalized advice.

Myfinancialadvice will check back with you to make sure your experience was satisfactory.

Have more questions? Click on How You Benefit when you use Myfinancialadvice.