You might want assistance in something specific, like budgeting, taxes, investing, debt repayment, or retirement planning. Some financial professionals specialize in one area whereas others can offer more holistic guidance including multiple aspects of financial planning.
The Retirement Risk Readiness Study found that the different BIPOC communities identified in the study all had varying priorities for their finances. Black/African American respondents were more interested in short-term planning issues like balancing a budget. Hispanic respondents were more likely to seek assistance with leaving a legacy to family. While Asian/Asian American respondents were the most likely to be concerned that the rising cost of living would prevent them from enjoying retirement.
By determining the top priorities for your financial professional, you will have a better chance of finding someone with the right strengths for your needs.