Picture this: You're on the verge of securing your financial future, but there are five costly mistakes you absolutely must avoid! Erik and Dennis are here to guide you through each one.

Join host Dennis Mattern and our financial guru, Erik Bowman, founder of Bowman Financial Strategies, as they dissect the critical art of selecting the perfect financial advisor.

First and foremost, don't jump the gun and hire the very first advisor you meet. That's like settling for the first car you see on the lot without test-driving others. Erik will show you how interviewing multiple advisors is the savvy move. It's all about finding the right personality match and services tailored precisely to your unique needs.

But that's not all! Erik dives into the nitty-gritty of what questions to ask during your advisor interviews. Learn about their credentials, services, compensation structure, and meeting frequency. It's your financial future at stake, and you need to be in the driver's seat!

Erik doesn't stop there; he unveils the secret sauce of their firm—an ironclad, formalized process that guarantees your financial journey is as smooth as silk. You'll discover the various levels of engagement, from regular calls to annual market reviews, all designed to systematically evaluate your situation for the best recommendations.