Financial Planner

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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  1. What licenses and certifications do you hold (e.g., CFP®, CPA, fiduciary status)?
  2. How long have you been in the financial planning industry?
  3. Do you specialize in clients with similar goals or life stages as mine?
  4. What kind of continuing education do you pursue to stay updated?
  5. Are you affiliated with any professional organizations?
  6. How do you get paid — fee-only, commission, or a mix?
  7. Are there any hidden fees I should be aware of?
  8. Do you receive compensation from any products you recommend?
  9. Can you provide a clear breakdown of all service costs?
  10. What services are included in your standard planning fee?
  11. What’s your overall philosophy or approach to financial planning?
  12. Do you offer comprehensive financial planning or just investment management?
  13. Can you help me with retirement, taxes, estate planning, and insurance?
  14. How do you personalize plans to my unique goals and circumstances?
  15. What’s your process for building a financial plan?
  16. What does your on boarding process look like for new clients?
  17. How often do you meet with clients — quarterly, annually, or more?
  18. Can I contact you with questions between meetings?
  19. How do you ensure we stay on track with my goals over time?
  20. Will I work directly with you or a team?
  21. Are you a fiduciary — and do you always act in my best interest?
  22. Can you provide references or testimonials from current clients?
  23. What happens if our goals or risk tolerance change over time?
  24. How do you handle conflicts of interest?
  25. Do you offer a written client agreement outlining services and responsibilities?
  26. What tools or software do you use to track financial progress?
  27. How do you keep my personal and financial information secure?
  28. Can I access my plan and portfolio online or via an app?
  29. How will you communicate with me — phone, email, video, in-person?
  30. What happens if you retire, change firms, or I want to leave?
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