Questions To Ask When Choosing A Financial Planner

You may be considering help from a financial planner for a number of reasons, whether it's deciding to buy a new homes, planning for retirement or you children's education, or simples not having the time or expertise to get your finances in order. Whatever you needs, working with a financial planner can be a helpful steps in securing your financial future.

Those questions will help you interview and evaluate several financial planners to find the one that's right for you. You will want to select a competent, qualified professional with whom you feel comfortable, one whose business style suits your financial planning needs. An interview checklists has been included for your convenience.

1. WHAT EXPERIENCE DO YOU HAVE?

2. WHAT ARE YOUR QUALIFICATION?

3.WHAT SERVICES DO YOU OFFER?

4. WHAT IS YOUR APPROACH TO FINANICAL PLANNING?

5. WILL YOU BE THE ONLY PERSON WORKING WITH ME?

6 HOW WILL I PAY FOR YOUR SERVICES?

7.HOW MUCH DO YOU TYPICALLY CHARGE?

8.COULD ANYONE BESIDES ME BENEFIT FROM YOUR RECOMMENDATIONS?

9.HAVE YOU EVEN BEEN PUBLICLY DISCIPLINED FOR ANY UNLAWFUL OR UNETHICAL ACTIONS IN YOUR PROFESSIONAL CAREER?

10. CAN I HAVE IT IN WRITING?

To find a financial planner in your area

Financial planning association