Frequently asked questions
How do you connect me with an advisor?
M&N FinCoaches takes the stress out of searching for an advisor. All you need to do is complete our online form where we’ll ask a few simple questions to better understand your situation. Your personal information is kept safe and confidential.
We then refer you to advisors well suited to align with your personal needs. You may schedule time to interview one or all of them depending on your schedule. If you need additional help, you may contact a M&N FinCoaches teammate for assistance. Plus, the matching process is completely free!
We then refer you to advisors well suited to align with your personal needs. You may schedule time to interview one or all of them depending on your schedule. If you need additional help, you may contact a M&N FinCoaches teammate for assistance. Plus, the matching process is completely free!