SmartAsset will make the process of finding a financial planner much easier for you. They use an algorithm that will consider your financial profile to match you with experts. Plus, this service is free of charge.
Read below for more information on their recent promotions below.
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How SmartAsset Matches You
With SmartAsset, they will get all of your financial information and goals before they match you with a local professional. This is how it will work:
- Fill out a small questionnaire: Just give your financial details, investment objectives, and advisor preferences.
- Match with financial planners: Their algorithm will pair you with no more than 3 vetted experts in your area that fit your criteria.
- Book appointment: A member of SmartAsset’s concierge team will be able to reach out to you to help answer any questions and concerns you might have.
There aren’t any eligibility requirements you must meet to use SmartAsset. Anyone will be able to submit the questionnaire to SmartAsset. The questionnaire will need:
- Full name and ZIP code
- Phone number and email
- Investment preferences
- Retirement timeline and accounts
- Income information, invest-able assets and monthly savings
- marital and parental status
SmartAsset Financial Planner Matching Features
It’s a free utensil that’s fast and simple to help you compare advisors and find one that matches your needs. Here are some features that you’ll benefit from:
- One form for multiple leads. Just answer 20 questions about your financial situation and goals to get better matches.
- Vetted professionals. SmartAsset’s advisors will be registered with the SEC or a state regular. Plus, they don’t have any active disclosures in the past 10 years as well.
- Concierge service. A live SmartAsset team member will be available at any time if you’re in need of assistance for interviewing or picking a financial advisor.
- Easy to book. After you’ve matched with someone, SmartAsset will make it simple for you to make an appointment.
- Online access. This will be based on your preferences, you’ll be able to find advisors local to you. Or advisors that you can work with remotely.
When you use SmartAssets expert matching platform, you’ll be paired with vetted professionals that meet your financial needs. Plus, with the questionnaire that you fill out, it will be much easier to meet your preferences when they match you with an advisor.
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