Not all the steps outlined in Chapter 12 of Activate Your Money are repeated here. This section only includes steps that have downloadable tools or provide links to additional resources.

Step 2: Help your current advisor become more values-aligned

If you are happy with your current advisor, but would like them to do more for you in terms of impact, consider asking them to learn. In addition to having them to read Activate Your Money, point them to the resources in this chapter’s DIG DEEPER section.

Step 3: Find a values-aligned advisor

Not all the steps outlined in Chapter 12 of Activate Your Money are repeated here. This section only includes steps that have downloadable tools or provide links to additional resources.

Step 2: Help your current advisor become more values-aligned

If you are happy with your current advisor, but would like them to do more for you in terms of impact, consider asking them to learn. In addition to having them to read Activate Your Money, point them to the resources in this chapter’s DIG DEEPER section.

Step 3: Find a values-aligned advisor

Financial Advisor Questionnaire. This questionnaire is more comprehensive than the seven-question version found in Activate Your Money. Use either version to interview prospective financial advisors. Prioritize questions that resonate with you, and modify them as needed.

This questionnaire is more comprehensive than the seven-question version found in Activate Your Money. Use either version to interview prospective financial advisors. Prioritize questions that resonate with you, and modify them as needed.