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Question to Ask When Choosing a Financial Planner.pdf

December 8, 2007 · Filed Under Finance  · Tags:

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

The questions in this guide 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 checklist has been included for your convenience.

Questions and answers covered in “Question to Ask When Choosing a Financial Planner“:

  • What Experience Do You Have?
  • What Services Do Uou Offer?
  • What is Your Approach to Financial Planning?
  • Will You be the Person Working with Me?
  • How Will I Pay for Your Services?
  • How Much Do You Tipically Charge?
  • Could You Anyone Besides Me Benefit From Your Recommendations?
  • Have You EVer Been Publicly Disciplined For Any Unlawful or Unethical Actions in Your Professional Career?
  • Can I Have it in Writing?

This pdf file is available FREE at Mint.com website, we merely collect the information, we are neither affiliated with the author(s), the website and any brand nor responsible for its content and change of content. (Read our disclaimer here or here before you download the document from the website written above by clicking the below link).

Download free financial guide: Question to Ask When Choosing a Financial Planner.pdf (14 pages pdf file, 0.4 MB).

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