10 QUESTIONS TO HELP GUIDE YOUR DECISION MAKING
1
Are you a fiduciary?
2
How will you help me clearly understand my plan?
3
How will you protect me from making a poor financial decision?
4
What value do you bring to my financial life?
5
What is the cost to work with you, and how are you compensated?
6
What Suite of Services do you offer?
7
What credentials qualify you to serve in the financial services industry?
8
How often will we meet to review my financial plan?
9
What is unique about how you serve your clients?
10
What is your continuity of service plan?