“The best time to make friends is before you need them”. Ethel Barrymore.
Your advisory team will include some or all of the following people:

• Accountant
• Lawyer
• Financial Planner
• Life Coach
• Business Mentor
• Budget Coach

When choosing your Advisory team you will be looking for people who can demonstrate the following:

• Are trustworthy
• You enjoy working with them
• You are not afraid to ask for explanations that you can understand
• They do what they say they will do
• Work in your best interests not their own
• Are suitably qualified
• Can work together when required
• Provide you with accurate advice
• Provide you with timely advice
• Charge appropriately

Take your time to choose your professional team and interview a few candidates. Be honest that you are shopping around.  Each may allow you a complimentary half hour to an hour of their time to allow you to determine if you can work together.

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