Financial Advisor or Investment Advisor: Which One is Right for You?
Unlocking your financial potential can be tricky! This quiz will guide you in choosing the right type of advisor tailored to your unique needs.
1. What’s your main goal with money?
Plan finances broadly
Maximize my investments
2. How do you prefer to manage finances?
Investment-centric
Holistic approach
3. Do you handle multiple financial areas?
Yes, many areas
No, just investing
4. What’s your comfort with risk?
Manage various risks
Focus on investments
5. How often do you plan for the future?
Plan long-term
Invest for now
