Working With A Financial Professional A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you. Related Content Do Our Biases Affect Our Financial Choices? Even the most seasoned investors have biases affecting their financial choices. What’s Your Investment IQ? You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz You Would Rather Be... Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.