The "Whose Side Are You On?" Scorecard
In finance, clarity isn't just a luxury – it's a right. But how do you truly assess if your financial advisor is a genuine partner or merely an agent operating under 'apparent authority'?
As an engineer turned financial planner (ChFC, Enrolled Agent), I've seen firsthand that true financial stewardship requires both rigorous technical analysis and unwavering ethical alignment. It's not enough to focus solely on returns; you must also understand the foundational agency relationship to protect your financial interests and ensure sound advice, leading to both peace of mind and robust decision-making.
That's why we developed the "Whose Side Are You On?" Scorecard – a straightforward 10-point assessment to reveal hidden conflicts and evaluate your financial relationships with Safe, Simple, Sound clarity.
For tech professionals who value precision, business owners who understand agency, and pre-retirees safeguarding their future, this tool empowers you to transform ambiguity into a truly constitutional partnership, ensuring your financial team is genuinely aligned with your objectives.
Take the quiz and objectively evaluate your financial team's alignment:
This post is part of our collection: Agency Constitution Series.
DISCLAIMER: This content is for educational purposes only and should not be considered personalized financial advice. Always consult with a qualified financial professional before making financial decisions.