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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!

How much does this service cost?

If your service is free, how does M&N FinCoaches make money?

How do you qualify the advisors in your network?

What should I do after I am connected with recommended advisors for me?

What if I don’t like the advisors you selected for me?

Is my personal information safe?

What are fee-only financial advisor?

Are all M&N FinCoaches advisors fiduciaries?

How do I find the best financial advisor near me?