SmartAsset makes the process of finding a financial planner by using an algorithm that takes into consideration your financial profile to match you with professionals who are certified and are experienced. The best part about this service is that it is completely free! Below we will go over what SmartAsset has to offer.
(Visit SmartAsset to learn more)
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How SmartAsset Matches You To Financial Planners
SmartAsset gathers your financial information and goals before matching you with a local advisor who can help you. Below are the steps explaining the process:
- Sign up for the service. Make sure you have some financial documents ready because you will need to provide your financial details, investment goals and adviser preferences.
- Match with financial planners. SmartAsset’s algorithm will match you with up to three experienced professionals in your area that fits your needs.
- Book an appointment. Your financial planner will contact you within a few business days to set up a meeting.
You do not have to meet any specific eligibility requirements to use SmartAsset’s matching service. Anyone can submit a matching questionnaire which will include the following information:
- Your full name and ZIP code
- Your phone number and email
- Your investment preferences
- Your retirement timeline and accounts
- Your income information, invest-able assets and monthly savings
- Your marital and parental status
SmartAsset Financial Planner Matching Features
This is a great, free tool that creates an easy and simple way to find a financial adviser that can help you reach your goals. Here are some things that we like about SmartAsset:
- One form for multiple leads. All you have to do is answer 20 questions about your financial situation and goals to get personalized matches that fit your needs.
- Experienced and certified professionals. SmartAsset’s advisers are registered with the SEC or a state regulator. They also have no active disclosures in the past 10 years.
- Concierge service. A live SmartAsset team member will always be there to help you if you ever need helping interviewing or selecting a professional from your matches.
- Easy to book. Once you’ve matched, booking an appointment is easy online or through SmartAsset.
- Online access. If you run out of luck finding an adviser in your area, you can always choose to work with a remote adviser that better suits your needs.
Bottom Line
SmartAsset’s matching service pairs you with only the best and trusted professionals that match your financial profile and preferences perfectly.
All you have to do is make your needs known through their questionnaire and you’re set. For more posts like this check out our list of bank guides and credit card bonuses!
(Visit SmartAsset to learn more)
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