2 Corpus Christi Place,
Hilton Head Island,
You may be considering help from a financial planner for a number of reasons, whether it’s deciding to buy a new home, planning for retirement or your children’s education, or simply not having the time or expertise to get your finances in order. Whatever your needs, working with a financial planner can be a helpful step in securing your financial future.
You should interview and evaluate several financial planners to find the one that’s right for you. You will want to select a competent, qualified professional with whom you feel comfortable, one whose business style suits your financial planning needs.
1 Q. What experience do you have?
2 Q. What are your qualifications?
3 Q. What services do you offer?
4 Q. What is your approach to financial planning?
1. Ask the financial planner about the type of clients and financial situations she typically likes towork with. Some planners prefer to develop one plan by bringing together all of your financial goals. Others provide advice on specific areas, as needed. Make sure the planner’s viewpoint on investing is not too cautious or overly aggressive for you. Some planners require you to have a certain net worth before offering services. Find out if the planner will carry out the financial recommendations developed for you or refer you to others who will do so.
5 Q. Will you be the only person working with me?
6 Q. How will I pay for your services?
7 Q. How much do you typically charge?
8 Q. Could anyone besides me benefit from your recommendations?
9 Q. Have you ever been publicly disciplined for any unlawful or unethical actions in your professional career?
10 Q. Can I have it in writing?