Choosing the Right Advisor, CFP
Yes, you will need an advisor who has the right credentials, especially a CFP (or Certified Financial Advisor), but you will also want someone who deserves your trust. Someone who listens carefully and works to achieve your goals. How will you know you've found the right one? At Dorion-Gray, we encourage potential clients to interview us as they would any prospective professional, such as an accountant or doctor. Ask us about our credentials, our fee structures, and our range of services. Ask for references, we'll gladly provide them. Ask whether you'll get a live member of our team or a call center when you pick up the phone. Explore our standing in the local community. Any and all of these steps will reflect the record of excellence that Dorion-Gray has built during the firm's 36 years.
Dorion-Gray knows that two-way communication is vital in the good times and bad. Too many advisors talk only about money, but we understand that the planning process is a lot more than that. It's about putting you at ease so you can articulate your financial picture, your goals and your fears. And you need to know that you'll get straight, clear answers in return. Dorion-Gray advisors don't condescend, intimidate or wave your questions away. It's your money, after all you should be 100% clear on where it is, what it's accomplishing and how it works in your overall plan.
Choosing a financial advisor that checks all the boxes can be a daunting task, but putting it off accomplishes nothing. Let Dorion-Gray answer all your questions so that you can make the call that's right for you.