Advice

Is Your Financial Advisor Helping Or Holding You Back?

Great financial advice can mean the difference between smart growth and costly mistakes. But how do you know if your advisor is truly adding value or just going through the motions?

Take the Finance For Founders: Advice Assessment and see if your financial guidance is clear, strategic, and aligned with your business goals.

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Advice Assessment

For each question listed below, drag the slider to your approximate score. The left side of the slider indicates the lowest possible score, and the right side of the slider indicates the highest possible score. Once you submit, you will automatically receive your overall score. We'll follow up with a more in-depth look at what your scores mean.

Alignment & Structure

Do you feel the advice you receive from your financial advisor clearly aligns with your business growth plans and objectives?(Required)

Please enter a number from 1 to 10.

Are there structured mechanisms in place, such as standing meetings or detailed reports, to ensure you consistently receive actionable advice?(Required)

Please enter a number from 1 to 10.

Availability & Risk Management

Is your financial advisor available when you need them, and do they make it easy for you to address ad-hoc concerns?(Required)

Please enter a number from 1 to 10.

Are you satisfied with the systems in place to identify and mitigate financial risks in your business?(Required)

Please enter a number from 1 to 10.

Communication, Trust, Strategic Perspective

Do you feel your financial advisor understands you and communicates advice in a manner that matches your personal and professional style?(Required)

Please enter a number from 1 to 10.

Do you trust your financial advisor to provide clarity during moments of uncertainty and to help you weigh the financial implications of various decisions?(Required)

Please enter a number from 1 to 10.

Does your advisor help you consider the broader impacts of financial decisions on your company’s long-term strategy and values?(Required)

Please enter a number from 1 to 10.

Founder Confidence & Peace of Mind

Has working with your advisor helped you become more or less reactive in your approach to business decisions?(Required)

Please enter a number from 1 to 10.

Do you feel more confident in your role as a founder because of the advice you receive from your financial advisor?(Required)

Please enter a number from 1 to 10.

Does having a financial advisor give you peace of mind, knowing the financial side of your business is managed effectively, allowing you to focus on other areas?(Required)

Please enter a number from 1 to 10.

Thanks for taking the time to complete our assessment!

Enter your email below and we'll send you a personalized report with your results. You'll also get helpful insights and practical resources from Fintelligent that can support you on your journey toward financial clarity and growth.

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CHAPTER 7: Advice ASSESSMENT

Your Results

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