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What Women Want in a Financial Adviser

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03.10.2019

One way women can gain confidence as investors is to use a spouse, partner or trusted friend as a sounding board (see How to Be a Confident Investor). Add to that list a financial adviser. Reader Ann McCool writes that after being recently widowed, “The best thing I did was to find a good financial adviser. That person has helped me not only with investments but also with tax issues and estate planning.”

But finding the right match can be a challenge. Reader Lynn Hood has immersed herself in copies of this magazine, among other sources, to get up to speed on self-directed investing. Still, “I would be just fine with a good financial planner who would advise me on an hourly basis,” she writes. “But I have struggled to find that person.”

As I told Ms. Hood, Kiplinger’s generally recommends starting your search with two sources: the Garrett Planning Network, members of which are willing to work on a fee-per-hour basis, and the National Association of........

© Kiplinger