Advisor Evaluation Checklist

What’s Inside the Financial Fee Clarity Audit Calculator

(Everything You Need to Make an Informed Decision)

THE FIDUCIARY EVALUATION

Find out if your advisor is legally required to act in your best interest (fiduciary) or only required to recommend "suitable" products (broker). This ONE distinction could save you hundreds of thousands of dollars.

THE FORM ADV ANALYSIS

Learn exactly how to read Form ADV (every advisor's public disclosure document) and what to look for.

I show you the specific sections that reveal conflicts of interest and compensation details.

THE CONFLICT IDENTIFICATION CHECKLIST

Discover the 8 types of conflicts most women don't know to check: revenue sharing, proprietary products, referral fees, dual registration, and more. A simple checklist helps you identify what applies to your situation.

THE TRANSPARENCY SCORE CARD

Grade your advisor on 4 critical areas: fee disclosure, conflict transparency, communication clarity, and fiduciary duty.

Get a numerical score that shows you if your advisor is meeting professional standards.

THE RED FLAG GUIDE

Know the specific warning signs that indicate your advisor might not be the right fit: defensiveness, vague answers, refusal to provide documentation, making you feel uninformed. 

YOUR NEXT STEPS ACTION PLAN

Get the exact next steps based on your evaluation results: what conversations to have, what to request in writing, when to interview alternatives, and how to make a change if needed.