Picking a financial planner is a very important process. I cannot stress enough the importance of finding someone you are comfortable with, you respect and who you feel will do you an outstanding job.
That being said, I encourage everyone who speaks to me to investigate other CFP’s. While this may seem unusual, I want you to be assured that when you become my client, you have the peace of mind knowing you have picked the best firm for the job.
To help you in your search, I’ve made a list of questions that might help you . . .
- How will you be paid?
- What is your area of specialization?
- What is your process in developing a plan?
- How many meetings will we need?
- How long will it take to complete your plan?
- Do you have a list of paperwork and information that I will need to supply to you?
- Will you help me work on my current budget, so I may hopefully reach my financial goals sooner?
- How often do you have maintenance meetings?
- What is your preferred method for communicating with me?
- May I call you if I have a concern or thoughts about my plan or the market?
- May I contact you if I have, or am going to have, a lifestyle change that will affect my long-term plan?
- Do you carry a variety of products that may be helpful to my family and/or business?
- Will you supply me with information and/or website that will assist me as I track my finances?
- What is your educational background?
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