Published on June 15, 2020 by MadameNoire
 

When you want to be sure that you’re in great financial shape for the birth of a little one, one of the best things you can do is consult an expert.

“To build out your financial plan, it is best to partner with a financial advisor who you can relate to, and get you through each phase,” Certified Financial Planner (CFP) Patrice Cresci told Madame Noire. “The sooner you begin this process, the easier it will be. Once the little one arrives, you will have enough weighing on your mind, having a solid financial plan in place can help give you a sense of comfort and confidence.”

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Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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