Ask questions. Get references.

Be cautious about who you trust with financial advice.

Use caution as you seek out advice. Just as you should for any investment, due diligence is required when considering any financial or legal advisor. Find a qualified trusted advisor that you feel comfortable with, and communicate well with you. Too often plans and ideas are laid out, but there isn’t any follow through to measure progress and make adjustments. Your coach should be someone that you can relate to and trust.