How do I connect with an advisor that’s a part of the Spokane Financial Advisors Network?

It’s simple! Just click on the “Our Advisors” tab on the menu bar. From there, you will have the option to connect with them via email, schedule a call, or visit their firm website.

What if none of the advisors are “specialized” in the area that I need help?

We would love to help you find an advisor that has the expertise to serve you. Feel free to reach out to any of us and let us know what you’re looking for and if you have any specific preferences. From there we’ll put out an inquiry through the various networks that we belong to.

If I find an advisor I’m interested in, what do I do next?

If you’ve found an advisor that matches what you’re looking for, the next step is to reach out to them directly. This will likely lead to an introductory call. If you both choose to move forward, then you will work directly with that advisor and their firm, and pay them directly as well.

What are important questions to ask a potential advisor?

First, if you haven’t done so, check out all the information that we have in our “About” section. Here are some questions that we recommend you ask every advisor that you interview:

• What are your fees? How are they paid?

• How many clients do you serve?

• Can you provide me with any professional references?

• How long have you been practicing?

• What does your process look like?

• What is your investment philosophy?

• Do you prefer working in person or remotely?

• Do you have an account minimum for investment clients?

• What sets you apart as an advisor?

Finally, NAPFA has compiled a substantial list of resources for consumers when it comes to this process. Please read this document for further information: “Tough Questions to Ask Your Financial Planner”.

Do Spokane Advisors only work with clients in the Spokane area?

All of our advisors are structured to serve our clients virtually, and therefore can work with clients anywhere in the United States.

What if there are multiple Spokane Advisors that could serve me?

We suggest meeting separately with all the advisors that could potentially be a good fit for you before making a decision. If you’re still having a hard time deciding, you can authorize those advisors to discuss which one is best suited to serve you.

Every advisor in the network acknowledges an “abundance mindset” and we want to make sure our clients are well served.

What if I’m not quite ready or able to work with an advisor?

That’s alright! We encourage you to follow the content that we’ll periodically publish on the blog. We look forward to hearing from you when the time is right.