Cash is the lifeblood of every organization, but for a nonprofit, this vital resource goes beyond the bottom-line. A lack of cash can interfere with an organization’s ability to achieve a social mission or deliver services to those in need. The weight of this responsibility falls to nonprofit leaders and boards and is challenging for many.
Choosing a financial advisor to help you achieve your financial goals is a big decision. Selecting the right person for the job will impact the experience and success of your journey and will depend on your personal preferences, situation and the financial destination you have in mind. There are also unique things that women investors need to be mindful of while searching for an advisor. Here are five tips to help jump-start the search process.