Questions to Ask a Financial Planner

While having a financial planner on board will certainly be an advantage for you and your business, first you have to choose one that is a good fit for you. Some personality types clash and you would never get on with them, while others seem to connect at the first meeting. Since you don’t know what personality any financial advisor has until you meet them, it is wise to ask them certain questions to be sure they are a good fit and that you feel their financial planning for your business is going to be trustworthy.

So to find out what they are like here are some questions to ask them in that first meeting, which will – or should be – free.

  • What qualifications do you have? If you choose an FPA member from the register, you’ll be able to know it advance whether they are certified.

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