Explore these essential Financial Planner Advice topics every homeowner should consider—brought to you by our trusted local professionals who know how to protect what matters most.
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- What licenses and certifications do you hold (e.g., CFP®, CPA, fiduciary status)?
- How long have you been in the financial planning industry?
- Do you specialize in clients with similar goals or life stages as mine?
- What kind of continuing education do you pursue to stay updated?
- Are you affiliated with any professional organizations?
- How do you get paid — fee-only, commission, or a mix?
- Are there any hidden fees I should be aware of?
- Do you receive compensation from any products you recommend?
- Can you provide a clear breakdown of all service costs?
- What services are included in your standard planning fee?
- What’s your overall philosophy or approach to financial planning?
- Do you offer comprehensive financial planning or just investment management?
- Can you help me with retirement, taxes, estate planning, and insurance?
- How do you personalize plans to my unique goals and circumstances?
- What’s your process for building a financial plan?
- What does your on boarding process look like for new clients?
- How often do you meet with clients — quarterly, annually, or more?
- Can I contact you with questions between meetings?
- How do you ensure we stay on track with my goals over time?
- Will I work directly with you or a team?
- Are you a fiduciary — and do you always act in my best interest?
- Can you provide references or testimonials from current clients?
- What happens if our goals or risk tolerance change over time?
- How do you handle conflicts of interest?
- Do you offer a written client agreement outlining services and responsibilities?
- What tools or software do you use to track financial progress?
- How do you keep my personal and financial information secure?
- Can I access my plan and portfolio online or via an app?
- How will you communicate with me — phone, email, video, in-person?
- What happens if you retire, change firms, or I want to leave?