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.

Start the Assessment Now

How It Works

  • Answer 10 key questions about your financial advisor’s availability, clarity, and strategic input.
  • Get an instant score to evaluate your advisory relationship.
  • Learn whether it’s time to reassess, refine, or reinforce your financial advisory setup.

Why It Matters

  • Advice Should Drive Growth – Is your advisor helping you navigate financial risks and opportunities?
  • Financial Clarity = Better Decisions – Gain confidence in strategic financial moves.
  • Focus on What Matters – Get peace of mind knowing the financial side of your business is in good hands.
Start the Assessment Now

Take the Assessment Now

In just 5 minutes, get insights into how well your financial advisor supports your business growth. Learn whether your financial advisory structure is working—or needs a change.

Start the Assessment Now

Advice Assessment

For each question listed below, assign a score on a scale of 1 to 10, where 1 represents
the lowest possible score and 10 represents the highest.

Do you feel the advice you receive from your financial advisor clearly aligns with your business growth plans and objectives?
Are there structured mechanisms in place, such as standing meetings or detailed reports, to ensure you consistently receive actionable advice?
Is your financial advisor available when you need them, and do they make it easy for you to address ad-hoc concerns?
Are you satisfied with the systems in place to identify and mitigate financial risks in your business?
Do you feel your financial advisor understands you and communicates advice in a manner that matches your personal and professional style?
Do you trust your financial advisor to provide clarity during moments of uncertainty and to help you weigh the financial implications of various decisions?
Does your advisor help you consider the broader impacts of financial decisions on your company’s long-term strategy and values?
Has working with your advisor helped you become more forward-thinking and less reactive in your approach to business decisions?
Do you feel more confident in your role as a founder because of the advice you receive from your financial advisor?
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?
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

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