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PFP Home > Resources > Consumer Content > Questions to Ask a Financial Planner

Questions to Ask a Financial Planner

Choosing the right financial planner requires some homework. You must be comfortable discussing the details of your finances, goals, lifestyle, and financial status. The person you choose should be trustworthy, resourceful, knowledgeable, and creative in mapping out the right strategies for your financial future.

 

Asking the following questions can indicate how well a financial planner will be able to serve your needs:

·         How long have you been providing financial planning services?

·        In what area(s) of financial planning do you specialize, if any? 

·         What continuing education courses have you taken, or are you taking, in personal financial planning?

 

·         Do you have any advanced degrees, certificates or financial planning credentials?

 

·         How often have you performed similar services in the past?

 

·         How are you compensated for your services?

 

·         What type of financial planning service do you think I need based on my concerns and goals?

 

·         Can you provide the names of clients or colleagues I may contact?

 

·         On average, how long have your financial planning clients utilized your services?

 

·         Are you able or willing to help me implement my financial plan?