Figuring out where to go for different types of financial advice can feel as daunting as trying to make the cut for the Olympics. This is especially true when your assets fall under the cut off for “high net worth” clients as defined by many of the old line brokerage houses. In this class you’ll learn how to differentiate amongst the various kinds of financial professionals, what questions to ask to identify the right advisor for you, and how much this all should cost in an ideal world. Manisha will also discuss what kinds of outcomes you can reasonably expect from working with a financial professional and how to find one in your area.