Prepare a list of questions to ask a prospective financial planner you are considering
What will be an ideal response?
Answer:
1. How long have you been a financial planner?
2. What are your credentials and professional designations?
3. Do you actively participate in continuing education to keep up with the times?
4. How do you keep up with the latest financial changes?
5. Will you provide us with references?
6. Will you let me see a copy of a financial plan you created for someone else in similar circumstances?
7. Who will work with you on my plan? Will the work be done by a junior staffer or a computer program?
9. Are you paid through fees, commissions, or a combination? What are your fees and commissions, how often are you paid, and how will your fees and commissions be calculated?
10. Will you provide a written estimate of the services I expect and the cost of those services?
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A) Traditional telephone B) In-home C) Computer-assisted telephone interviews (CATI) D) Internet
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Indicate whether the statement is true or false