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Frequently Asked Questions - Not Only For You, But For Us Too!

Frequently Asked Questions - Not Only For You, But For Us Too!

The questions listed below are not only answers to questions we are asked by our clients on a regular basis, but also questions we strongly recommend asking yourself or your prospective advisor during your process of selecting a financial advisor or planner to work with. 

Be certain to ask these questions before or during your next meeting with your current or prospective financial advisor. 

The questions listed below are questions our clients and our years of experience have told us are most helpful to prospective clients during the search for a financial advisor. 

  • Please share with me what is your greatest financial concern?

  • What is most important to you about finding a financial advisor to work with?

  • What did you talk about at your last meeting with your current advisor?
  • Tell me about why you set this meeting up, and why you reached out to a financial advisor?

  • What are some of your short-term/1-3 year goals?

  • How are you currently managing your finances? Mint? Spreadsheet? Or just winging it?

  • What did you observe about money growing up? And, How do you think that impacts your relationship with money today?

  • Is there anything about your finances that keeps you up at night?

  • Have you ever worked with a financial advisor before?

  • Do you have any concerns or fears about working with a financial advisor?