WBEZ and the Chicago Sun-Times want to hear your questions about all things money. Then, every Monday, we’ll set out to answer your personal finance-related question.
This week, Levi from Evanston asked: What qualities should I look for when I’m trying to pick a personal financial adviser?
We asked Shari Greco Reiches, co-founder of Skokie’s Rappaport Reiches Capital Management, for her advice. The firm manages $1.2 billion in client assets, and Reiches is the author of “Maximize your return on life: Invest your time and money in what you value most.”
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Meet face to face with a potential financial adviser
While a virtual meeting can be convenient, Reiches said it’s easier to get a feel for someone in person and to see whether you feel comfortable with that person. You want to b