Critical Questions You MUST Ask

When you are considering who your ideal financial life advisor and business strategist should be, there are many questions you should ask.  This person and his/her team will be entrusted with your most personal information, hopes, dreams and goals.  For this reason, the team you choose must consist of people who you feel comfortable talking with openly and who you and your family can rely upon.

Here are several critical questions that you must ask anyone who you are considering entrusting with your financial assets. 

We are happy to provide our approach to these questions and look forward to answering any other questions you may have.  Contact us today for a personal meeting.

• What experience do you have? »»
  

• What are your qualifications? »»
  

• What services do you offer? »»
  

• What is your approach to financial planning? »»
  

• Will you be the only person working with me? »»
  

• How will I pay for your services? »»
  

• How much do you typically charge? »»
  

• Could anyone besides me benefit from your recommendations? »»
  

• Have you ever been publicly disciplined for any unlawful or unethical actions in your professional career? »»
  

• Can I have it in writing? »»
  

• Why should I work with you and your team? »»
  

• What if something happens to the person I am working with? »»
  

• What if I am in another state? Can you work with me? »»
  

• When should my family or heirs be involved? Do you meet with them also? »»
  

Contact us | View site map