The Primary Search Filter: Your Needs
Find an Advisor based on What You Need Help With
The first thing to consider when finding a financial advisor is what you need help with. Starting with this in mind, you can quickly narrow down what kinds of advisor(s) might be a better fit for you over another. We created a search filter that is specific to the different "Needs" that people have. See the screenshot below for a full list of the 9 different options you can select within this filter category. In case you cannot view the screenshot, we've also included a description of each of the 9 options within this filter category.
🔎 the result of using this filter category is finding advisors who understand YOUR specific needs.
Why is this important? Your specific needs are unique to your current situation and goals. Advisors who understand your needs may offer tailored guidance and strategies directly relevant to your circumstances versus advisors who aren’t as well-versed.
Saving Up For A House
Ideal for individuals or families planning to purchase a home. This filter connects you with advisors who specialize in saving strategies, budgeting for a down payment, and understanding the financial implications of homeownership.
Supporting My Parents
Tailored for those looking to manage or plan for their aging parents' financial needs. Advisors in this category can offer advice on retirement funds, healthcare costs, and estate planning.
Single Parent Finances
Perfect for single parents seeking financial guidance. Advisors found through this filter can help with budgeting, child-related expenses, and planning for long-term educational costs.
For individuals undergoing the financial complexities of a divorce. Advisors here can guide on splitting assets, managing alimony and child support, and restructuring finances post-divorce.
Aimed at users who need assistance in debt management. Financial advisors in this segment can provide strategies for debt reduction, consolidation options, and credit counseling.
Suitable for individuals with stock options, ESPPs, or other equity-based compensation. Advisors can help with understanding tax implications, timing of sales, and investment strategies for equity compensation.
Real Estate Investing
For those interested in property investment as a means of income or wealth growth. Financial advisors with expertise in real estate can assist with market analysis, investment properties, and portfolio diversification.
Education Cost Planning
Designed for families planning for future education expenses. Advisors can help set up education savings accounts, understand the costs of different educational paths, and plan for scholarships and financial aid.
For those who have received or anticipate receiving a significant sum of money, like an inheritance or lottery winnings. Advisors can provide advice on managing and investing the windfall, tax planning, and ensuring long-term financial stability.
How to change filters:
- Click/Press the purple "Filters" button near the top of your screen.
- In the Filters modal, select your desired filter(s) by clicking/pressing them.
- Click/Press the "Apply Filters" button in the bottom right of the Filters modal.