Checklist: Top Questions to Ask Before Hiring a Financial Planner

Hire the right financial planner.

To find out if a financial planner is a good match for you, it’s important to meet the advisor—and it’s imperative to ask the right questions during that discussion.

That’s why we created this downloadable checklist that you can use to guide your conversations during an initial meeting.

This checklist will help you:

  • Ask the right questions when meeting with a financial planner.
  • Know the key phrases to listen for during your discussion.
  • Recognize the details that make an advisor stand out from others.

Intended to supplement information provided by a wealth management firm, this checklist acts as a guide to facilitate your initial discussions. By writing down answers and impressions during the conversation, you’ll be able to keep specific details about the firm top of mind even after you leave.

Get the Checklist

Complete the form for access to the checklist.