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Looking for a financial advisor

2 months ago

Atlanta, United States BiggerPockets Full time

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*annual subscribers only Hey everybody. I'm thinking about getting a financial advisor, but not too sure how to find one that aligns with my goals. I like to think I'm fairly financially literate and financially sound compared to a lot of other people my age. I have a lot of goals for the next 3 years, and those goals come with large expenses. One thing I'd like help with is narrowing down a time line for those goals and expenses. For example wedding, house down payment, current school loans, and going back to school. Not sure if it is within a financial advisors expertise to help with home loans as well. I would also like to get more into investing, I have a Roth

IRA

but that is the extent of my investments. I also will probably be getting married next year, so advice on the potential of shared accounts, and also being an advisor for my partner in total as well. Find & Match With an Investment Friendly Real Estate Agent

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