Free tool

Advisor-Proof Checklist.

Before you trust anyone with your money, ask better questions. You do not need to know everything. You need to know what must be explained, in plain English, before you sign.

The questions

• Are you acting as a fiduciary for me?
• How are you paid, directly and indirectly?
• What fees am I paying inside the products?
• What are the alternatives?
• What happens if I do nothing?
• What assumptions are you making?
• Can you explain this without the jargon?
• What would make this recommendation wrong?

The full path

Want the deeper version?

The Advisor-Proof Woman builds these questions into a complete education system, with portfolio decoders, fee tools, and live practice.