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Getting advice
Learn about what advisers do
and how to get the help you need
to reach your financial goals.
Five questions to help you find the right help
What am I paying my adviser for?
Is your adviser working for you?

You don’t have to have a lot of money to have an adviser. Learn more here about what advisers do — and how to get the help you need to reach your financial goals.


How do I build a financial plan?

Chapter 1:
Why do I need a financial plan?
Chapter 2:
What does a financial planner do?
Chapter 3:
What information do I need to build a financial plan?
Chapter 4:
How can my adviser help me create a financial plan?
Chapter 5:
What if my financial plan can't help me get everything I want?
Chapter 6:
How will my financial goals change over my lifetime?

Who can I talk to about what to do with my money?

Chapter 1:
Do I need an adviser, or can I just talk to family and friends?
Chapter 2:
Who can help me with my money, and what will it cost?
Chapter 3:
What type of adviser do I need?
Chapter 4:
Where can I get advice about different investments?
Chapter 5:
What should I look for in a long-term adviser?

How do I find someone who will give me financial advice?

Chapter 1:
Where can I get free advice?
Chapter 2:
Who can help me find a financial adviser?
Chapter 3:
How do I find a financial adviser on my own?
Chapter 4:
What questions should I ask before I choose an adviser?
Chapter 5:
Where do I get advice when there are big changes in my life?

How do I find financial advice at work?

Chapter 1:
What kind of financial advice can I get at work?
Chapter 2:
Can I trust a workplace adviser with my personal information?
Chapter 3:
Is a workplace adviser really the right choice for me?
Chapter 4:
Is a workplace adviser the only adviser I need?

Are family and friends a good source of financial advice?

Chapter 1:
What kind of financial advice can I get from family and friends?
Chapter 2:
How do I know when advice from family and friends is not enough?
Chapter 3:
What should I ask others about their financial experiences?

How do I get the best results from my adviser?

Chapter 1:
What can I expect from my adviser?
Chapter 2:
What steps do I take if I have a complaint about my adviser?
Chapter 3:
What are my responsibilities as an investor?
Chapter 4:
What are my rights as an investor?
Chapter 5:
Will my adviser keep my personal information safe?

How do I work with my adviser?

Chapter 1:
What happens when I work with an adviser?
Chapter 2:
What should happen during my first meeting with my adviser?
Chapter 3:
What should I ask when my adviser recommends investments?
Chapter 4:
How do advisers get paid?
Chapter 5:
How do I change my adviser?

How can an adviser help me make sure my family is cared for?

Chapter 1:
Who can I talk to about insurance?
Chapter 2:
How can an adviser help me assess my insurance needs?
Chapter 3:
What will my adviser ask me during insurance planning?
Chapter 4:
What questions should I ask my insurance adviser?

What do sales brochures tell me?

Chapter 1:
What can I learn from a sales brochure?
Chapter 2:
What information may be missing from a sales brochure?
Chapter 3:
How do I compare sales brochures?
Chapter 4:
Where can I learn more than the sales brochure tells me?

Assessing your advisor

Chapter 1:
Advisers: Who should you trust with your money?
Chapter 2:
Is your advisor working for you?
Chapter 3:
Advice on assessing your adviser: A consumer checklist
Chapter 4:
How your adviser is paid
Chapter 5:
Poor adviser practices that can be harmful to your financial health
Visit the Investment News section for more information on how advisers are paid.

 Related tools & topics
Video:
Selecting an adviser
Video:
Working with an adviser
Video:
Adviser relationships in a bear market
Worksheet:
Investment planning
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