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April 27, 2021

10 Questions to Ask Your Financial Advisor

(*Content provided by Let's Make a Plan)

Choosing an advisor is one of the most important financial decisions you will make. It will take some work on your part, but partnering with the right financial advisor can help reduce your financial stress and give you confidence and security today and in the future. Below are issues you will want to explore before you hire someone to be your financial advisor. You can ask these questions at your first meeting or send them in advance so the advisor is ready to address them when you meet. You might also find some of this information on the advisor’s website.

Whether you have been referred to a financial advisor by a friend or family member or have found one using our Find a CFP® Professional tool, be sure to interview the advisors you are considering to find the one who is the best fit for you.

Learn More at Let's Make a Plan

© 2021 CFP Board. Used with Permission.
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