Interviewing Financial Advisers

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One person that I hope to find is an adviser that is honestly interested in assisting women to take charge of their assets, whether they are financial, real estate, or other property. This would involve some sort of tool that, with a minimum of detailed input, would give the client a good feel for the assets she holds,  their true value, and their liquidity. Then when a decision about purchases, investments, or sales was required, she would be able to make it with a complete picture of what that would mean to her over an extended period of time. If she had to raise cash, she would have already planned for its source, anticipated when those needs might occur, and their true cost in the short and long term. So far, I have met with three different representatives, presenting them with this challenge.  It will be interesting to see what results my search yields!

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