however, if you donate to PETA and he hunts endangered species, it probably is not going to work. It is good to have common ground in things that matter to you the most – ethics,
It is better to work with an advisor who drives a 1988
have to be identical, but they should rhyme.
Chrysler Lebaron (if it is
5. BEWARE OF THE SKINNY CHEF
paid off), than to work with
priorities, values and goals. Your values do not
If he presents you with a product or solution to your financial concerns, make sure he is doing the same for himself. Just as you should be concerned to eat in a restaurant where the chef is skinny, watch out for an advisor that does not have his financial house in order. Do not be afraid to ask personal questions about the advisor’s finances. It may be uncomfortable, but it may save you from a big mistake.
one who has a late model BMW and is living paycheck-to-paycheck. Don’t buy the flash; not all that glitters is gold. IN FLUENTIAL 61