The Importance Of Finding A Financial Advisor Who's Right For You

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April 2022

Choosing a financial advisor is an important life decision that could play a part in determining your financial future. A Northwestern Mutual study found that 62 percent of adults admit their financial planning needs improvement.¹ And although some people decide to handle their own finances, others seek professional advice. But the age old question is this: Is hiring a financial advisor worth it?

The same study suggests that for many people, the answer is yes — 66 percent of participants who have a financial advisor said they feel financially secure, compared to 30 percent of those who don't pay for professional help. Furthermore, hiring a financial advisor can add an average of 3 percent annually to net investment returns², according to a Vanguard analysis.

If you're looking to feel more confident about your finances, read on to learn how you can connect with a financial advisor that's right for you or click the button below to get started on the path to your financial future.

What Can A Financial Advisor Do For You?

A financial advisor helps you create strategies for eliminating financial risk and building wealth over the long term. They will assess your current financial situation — including your assets, debts and expenses — and identify areas for improvement.

However, everyone's financial situation is unique — which is why selecting a financial advisor isn't something that should be one size fits all. It's important to find a financial advisor that meets your specific needs. Here are a few things that a financial advisor can help you with:

  • Retirement Planning

  • Investments

  • Tax Planning

  • Estate Planning

  • Health and Long-Term Care Planning

  • Inheritance

  • ESG (Environmental, Social and Governance) investing

Get Matched With An Ideal Financial Advisor In Minutes

When you're managing and investing your hard-earned money, it's important to feel confident that the person helping you understands your financial goals and will always put your interests first. Datalign Advisory, a technology platform that connects users with vetted financial advisors, was designed to help you take control of your finances.

In just a matter of minutes, Datalign Advisory can match you with a financial advisor based on your individual financial situation, personal preferences, and long-term goals. All you have to do is fill out the comprehensive questionnaire. Here's how it works:

Step One: Fill Out The Questionnaire
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While most advisor matching services make their matches based on a consumer's net worth and location, Datalign Advisory takes the time to truly understand who you are and what you want to achieve financially. Created with a wide variety of questions that range from topics such as profession and income, to your retirement plan and investment objectives, the questionnaire gathers all relevant data and information to help match you with an advisor who complements your unique financial and personal situation. It even takes into account whether you'd prefer remote management or a local advisor who you can meet with in person.

Step Two: Get Matched With A Financial Advisor
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Datalign Advisory partners with financial advisors nationwide who are uniquely qualified in areas such as retirement planning, tax harvesting, and estate planning. They are all pre-screened and interviewed to identify their specialties and what their unique qualifications include. Once you fill out the questionnaire, you will immediately be provided a recommendation for an advisor who can best meet your financial needs based on your answers.

Step Three: Explore Your Options
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After receiving your recommended match, you'll have the option to reach out and set up a call. However, there is no obligation, and your contact information will not be shared with any other advisors or companies. And the best part? Regardless of whether you end up choosing the advisor, using the platform is completely free.

There are plenty of reputable advisors out there who know the industry — but that doesn't mean they are the right fit for everyone. When you're connected with a financial advisor through Datalign Advisory's simple-yet-thorough process, you'll get peace of mind, transparency and results. You can feel confident that the advisor's expertise is the most suitable match for you. So connect with Datalign Advisory today, and take control of your financial plan.

¹. Northwestern Mutual study

². Vanguard (Feb. 2019), Putting a Value on Your Value The projections or other information regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of your future results.  Please follow the link to see the methodologies employed in the Vanguard whitepaper.