Planning For the Future This is where you will require a professional advisor. Consider incorporating the advice of your financial broker. Your initial support team should consist of your accountant, attorney and financial advisor. Make sure all your advisors communicate freely with you and give them permission to share your information with your other trusted advisors. Make sure you have the best financial advisor. The right financial advisor will have your keep in mind your best interest, and will focus on creating a long-term strategy to help preserve and grow your money.