Questions To Ask A Finacial Advisor


We’ve put together a list of questions that you should ask potential financial advisors to help you feel confident about your decision.

How Do We Work Together?

It’s important to find someone who is flexible with your time between work and family obligations. Ask when and how they can meet you. Are they available on the weekends or evenings? Are they able to meet you virtually if you are unable to or don’t wish to meet in person? What is their schedule for meeting with you?

It’s important that you understand their approach to working together. You might prefer to … Read More