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putting financial matters into perspective  
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How to Choose A Financial Planner Necessary Questions To Ask

When thinking about hiring a financial planner or investment manager, it is important to find someone whom you trust and who understands your needs.

The National Association of Professional Financial Advisors created a list of 'Questions To Ask' your advisor. I have completed the answers to these questions below to help you with this process.

Click here to download Fee-Only Financial Planning's answers to 'Questions To Ask'.

 
 

 


HOW TO CHOOSE A FINANCIAL PLANNER

Help from the National Association of Personal Financial Advisors.

INITIAL MEETING DOCUMENTS
Everything you need for your first step.

LEGAL & COMPLIANCE INFORMATION

INDUSTRY RESOURCES