Starting a relationship with a financial advisor is somewhat like dating— you should find someone whose personality, approach, and communication style resonates with you.

When you think you’ve finally found that special professional, here’s what you can typically expect in the first 30 days…and beyond.

Is your financial advisor still the right fit? Learn how to identify if your relationship has gone stale.

You wouldn't run a company without a CFO, right? Here are 8 signs it might be time to delegate your financial management to a Personal CFO.