Free guide · Educational only

How to choose a financial advisor when you don’t trust advisors

Own the picture first. Then interview the path. This free guide is for people who know they may need a CFP — and still hesitate to type their email into a Contact form.

Download the free PDF

One click. No email gate. No account.

What you’ll learn

Why most people hire the first soft pitch
Picture vs path — what FreeSolo shows vs what an advisor does
Fiduciary vs salesperson in plain English
How to vet a firm before their Contact form (CFP verify, Form ADV, BrokerCheck)
How to protect your inbox from CRM harassment
What to expect on visit one
A 14-question interview framework (with free checklist PDFs in the $39 kit)
Red flags worth walking from

Before you fill out a Contact form

Confirm CFP status on the CFP Board site. Read the firm’s Form ADV on SEC IAPD. Prefer fee-only fiduciaries. Use a dedicated email, not your primary inbox. State in writing: one reply, no newsletter, no CRM sequence, delete my contact if we don’t book.

Next step

Get the free PDF · See the $39 DIY one-page retirement kit