A financial advisor can set you on the right path for retirement. However, financial advisors don’t only help with this end goal. These advisors can offer guidance and strategies around buying a home, contributing to retirement accounts, saving up for your child’s college education, and other financial milestones.
It can be hard to find the right financial advisor for your financial objectives. However, Datalign can help. The company pairs consumers with financial advisors who put you first. Datalign’s financial advisors are fiduciaries, meaning they must put your interest above their own. This Dataalign Advisory review will unveil how the company helps customers, who it makes sense for, and other details surrounding the company.
What is Datalign Advisory?
Datalign Advisory is a financial advisory platform that connects fiduciary financial advisors with consumers who need help with achieving their financial goals. Datalign is a new company in the field. Co-founders Andrew Johnson, Hilary Malecha, John Wernz, and Robert Fisher launched the Datalign Advisory in 2022. Dataalign is a registered investment advisor referral company that carefully vets financial advisors who use the platform.
The Importance of Finding the Right Financial Advisor
The right financial advisor can help you grow your income and use your money more effectively. Financial advisors can help you capitalize on various opportunities to lower your taxes and grow your portfolio. Financial advisors can also offer insights on how to construct a portfolio. Some investors go for high-risk assets to generate maximum gains without considering the downside. Reality can hit these investors hard, but financial advisors can ensure that scenario never happens with their clients.
You can always contact a financial advisor if you have any questions about your finances or how to approach long-term goals. Some advisors make themselves readily available so you can get clarity on any financial situation much sooner. Money management is complex, and some people can greatly benefit from a professional’s help.
How Does Datalign Advisory Work?
Dataalign Advisory vets financial advisors who want to become a part of the platform. Consumers looking on Dataalign Advisor’s platform can find these advisors. Here’s how the process works.
Tell Us About Yourself
Datalign Advisory has new users submit questionnaires that create more clarity. The questionnaire is straightforward and only takes a few minutes to fill out. By the time you complete the questionnaire, you will have a better understanding of your financial goals and preferences.
Find Your Match
Datalign Advisory looks through its curated fiduciary financial advisors and pairs you with someone whose expertise aligns with your financial goals and situation. It’s easier to find a match with Datalign Advisory than it is to search for a financial advisor on your own.
Explore Your Options
You can compare multiple financial advisors on the platform. Advisors Datalign Advisory chooses for you will reach out and invite you to jump on a free, no-obligation call. You can become a client if you believe the financial advisor is the right one for you.
What Does Datalign Advisory Offer?
Datalign Advisory offers quick access to top financial advisors who keep your interests front and center. You only have to fill out a short questionnaire, and then you will start to receive curated recommendations. Users get a streamlined approach that can help them find a qualified advisor much sooner. You won’t have to do the searching yourself, and you can jump on a free, no-obligation call with any advisor before using their services.
Datalign only shares your information with a financial advisor if you want to work with them. You won’t have to worry about many financial advisors spamming your inbox. The company helps users save time and money while searching for a mentor who can guide them to financial success.
Who is Datalign Advisory Best For?
Datalign Advisory is best for consumers who want guidance with their finances. These people may need help with lowering their taxes, saving for their children’s college education, retiring smoothly, or for another financial goal. Datalign Advisory also helps consumers who don’t want to compare many financial advisors. The platform pairs you with an advisor who has the necessary expertise to help with your specific financial situation.
What are the Benefits of Datalign Advisory?
Datalign Advisory offers several perks. These are some of the key advantages of using the platform:
- Connect with a skilled financial advisor: You can get paired with a financial advisor who knows how to address your financial situation and objectives. These people have the right skills for your specific goals. Datalign works with thousands of financial advisors, which increases the likelihood of finding a top-tier financial advisor for your goals.
- Streamline the search: You only have to fill out a quick questionnaire. Then, Datalign Advisory will connect you with the right financial advisors. Looking for a financial advisor on your own can take up a lot more time, and you may not find the best advisor.
- Datalign Advisory only works with fiduciaries: Fiduciaries are legally required to keep your best interest in mind. Not every financial advisor has this requirement, but every Dataalign Advisory advisor must abide by their fiduciary obligations.
- Get help with your financial goals: Having an expert offer actionable tips and suggestions can make your financial goals more manageable. It’s easy to get lost in the paperwork or miss out on a little-known strategy or resource that can make your goals easier to reach.
Datalign Advisory Costs and Fees
Datalign Advisory is a free platform. It doesn’t cost any money to submit a questionnaire and get paired with a financial advisor. You won’t even have to pay any fees after deciding to work with a financial advisor. The financial advisor pays a percentage of their earnings to Datalign Advisory. You only have to pay the price the financial advisor sets.
What Makes Datalign Advisory Different?
Datalign Advisory is a different experience that can help you achieve your financial goals and pair you with the right experts. These are some of the ways Datalign Advisory stands out.
- It’s a free platform: You don’t have to pay a membership fee or any expense to access Datalign Advisory’s financial advisors. You only pay if you work with an advisor.
- No-obligation call: A financial advisor will contact you and invite you to jump on a no-obligation call. You can get a lot of information just from a no-obligation call and learn what it would be like to work with the advisor. You can use this call to gauge if a financial advisor can help you, and it doesn’t cost anything.
- Your privacy remains intact: Consumers can choose which financial advisors they want to work with. Datalign Advisory will not send your information to any financial advisor unless you request it. You won’t have to worry about receiving a bunch of spam messages from a financial advisor whom you don’t recognize.
- Advisors are fiduciaries: All financial advisors on Datalign Advisory’s portal are fiduciaries. This distinction legally requires the advisor to serve in your best interests. It’s an extra layer of protection from unethical practices.
- Financial advisors get pre-screened: Datalign pre-screens all of its advisors before letting them on the platform. Consumers can choose from thousands of financial advisors. Datalign interviews each financial advisor to understand their specialties and areas of expertise. This background information makes it easier for consumers to find the right patch.
Is Datalign Advisory Worth It?
Datalign Advisory is worth it for many people. You can go through the questionnaire and jump on a free call with a financial advisor without paying any money. You can go through several steps and capitalize on the curation and screening that Datalign Advisory provides without making any investments.
If you decide to go with a recommended financial advisor, it’s easier to believe that investment is worth it. Datalign Advisory can save you many hours of research due to its vast database of fiduciary financial advisors.
How to Get Started with Datalign Advisory
It’s easy to get started with Datalign Advisory. You just have to fill out this quick questionnaire to get paired with an advisor. The questionnaire will ask you questions about your employment, finances, and investing. Then, you will receive a few recommendations. The entire process is free, and you only pay money if you want a financial advisor’s services.
