Before hiring a financial advisor, make sure you understand how they work, how they’re paid, and how they’ll support your goals. Ask about their planning approach, investment philosophy, meeting frequency, and who you’ll be working with. These answers help you evaluate fit and expectations.
If you’d like a simple starting point, we’ve created a checklist of key questions to guide the conversation. You can download it here: Top Questions to Ask a Financial Planner Checklist.
