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How To Do a Background Check on Your Financial Advisor

Helpful resources to do a background check on your financial advisor or broker. Real life financial planner checks his own background. read more »
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Why Should You Work With a Financial Planner?

Sometimes it's not just about the numbers. A financial planner can help relieve the stress and anxiety you have about money too. read more »
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Will The Fee Only Financial Planner Model Ever Catch On?

Hiring a Fee Only Financial Planner is in the best interest of the consumer. To get unbiased advice you need someone who has no interest in selling y[...] read more »
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Choosing a Financial Planner That is Right for You

A very good primer on what the average person should do to hire a financial planner. read more »
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How to Find the Best Financial Planner - 10 Qualities to Look For

We hear about how great a financial planner can be but how do you find the best financial planner? Here are 10 qualities to look for in an excellent [...] read more »
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4 Financial Planning Credentials for Qualifying a Financial Planner

If you do decide that a financial professional can help you, it is important to know that he or she is qualified. Here are four credentials to look f[...] read more »
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How to Choose The Best Financial Advisor/Planner for You

Here’s some tips on helping you choose the right financial planner. read more »
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When and How to Hire a Financial Planner

Financial planners provide personal finance management, and their help allows simple people to find solutions to big problems. If you are looking for[...] read more »
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How to Get Started as a Financial Advisor/Planner

Ever wonder what it takes to get a job as a financial advisor? Here are four different advisors sharing their story. read more »
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Why People Want Independent Financial Advisors

Learn more on the difference between fee-based financial advisors and fee-only advisors. Either is a better choice than a commission only registered[...] read more »
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3 Ways to Spy on Your Financial Planner

Consumers are accustomed to having their personal information collected but turnabout is fair play. You are entitled to more than mere verbal assuran[...] read more »
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Top Tips for Hiring a Financial Planner

We all know how important planning our finances is. It’s just not enough to obtain money and put it away in the bank while it earns minimal interest.[...] read more »
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Chicago Financial Planner: Why Should I Care if My Financial Advisor is a Fiduciary?

Clients should care if their financial advisor is a fiduciary. As a client I would want to know that my financial advisor is taking my best interests[...] read more »
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How to Select the Right Financial Planner

There’s retirement to plan for and college tuition for the kids. Insurance. Estate planning. And, oh, don’t forget a wedding for your daughter. If al[...] read more »
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YouTube - Matthew Sapaula's Media Reel - Financial Strategist, Speaker and On-Air Money Guest

Do you feel confused, isolated or almost powerless when it comes to handling your personal finances? Are you looking for the help you need to financi[...] read more »
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