You know that feeling when your advisor says "asset allocation" and you nod like you understand?
Yeah, we've been there too.
Here's the thing about financial terms: they're not complicated, just poorly explained. Below you'll find plain-English definitions for 100+ terms you'll actually encounter. No jargon. No judgment. Just clarity.
Understanding the terms is step one. Finding the financial advisor who speaks your language? That's where we come in.
No pressure. You decide who to contact.
Sarah spent three weeks learning financial terms before her first advisor meeting. Know what she wished she'd done instead? Learned what questions to actually ask.
Understanding the jargon is step one. Here's what comes next:
The 10 questions that separate great advisors from salespeople in suits. Including the one question that makes 90% of advisors uncomfortable (and why that's exactly why you should ask it).
Read the questions →Most people spend more time choosing a restaurant than choosing who'll manage their retirement. Here's the systematic approach that actually works (spoiler: it's not about who has the nicest office).
Start choosing →Week 1: Paperwork mountain. Week 3: First real conversation. Week 12: Either relief or regret. Here's what should actually happen in those crucial first three months (and the red flags everyone misses).
Know what to expect →Still have questions? That's normal.
The 'right' advisor won't judge you for asking.