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Dollars & Sense

Dollars & Sense


Embark on your financial journey with confidence by choosing the right financial advisor. Our checklist simplifies the process, providing you with key considerations and essential questions to ask when selecting a professional. Learn how to evaluate expertise, understand fee structures, and identify an advisor whose approach aligns with your financial goals and values. Whether planning for retirement, investing, or managing wealth, our checklist empowers you to make an informed decision, ensuring you partner with an advisor who can effectively guide your financial future.

  • License

    For personal use only license. Want to use this checklist as a resource for your clients? Please see the “Advisor Use” license option. The checklists are available as hi-res downloads. Read the full license here. Dollars & Sense Checklist © 2023 by Amy R Cook is licensed under Attribution-NonCommercial 4.0 International

  • Refund Policy

    This product is a digital download. No refunds will be issued.

  • Receiving Your Checklist

    This digital file will be immediately available for download post purchase as well sent via email.

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