How do I choose my advisory team?

“The best time to make friends is before you need them”. Ethel Barrymore.
Your advisory team will include some or all of the following people:

  • Accountant
  • Lawyer
  • Financial Planner
  • Life Coach
  • Business Mentor
  • Budget Coach

When choosing your Advisory team you will be looking for people who can demonstrate the following:

  • Are trustworthy
  • You enjoy working with them
  • You are not afraid to ask for explanations that you can understand
  • They do what they say they will do
  • Work in your best interests not their own
  • Are suitably qualified
  • Can work together when required
  • Provide you with accurate advice
  • Provide you with timely advice
  • Charge appropriately

Take your time to choose your professional team and interview a few candidates. Be honest that you are shopping around.  Each may allow you a complimentary half hour to an hour of their time to allow you to determine if you can work together.