How to Check Out a Financial Advisor


For most people, a financial planner is their quarterback and coach all rolled into one, calling the plays and designing the strategy that will help them reach their financial goals, and then executing the plan.

You are looking for a mix of technical expertise and skill with bedside manner and personality. Remember, a lot of what a good planner gives you is “emotional discipline,” the ability to stick to the plan at the times when doing the right things are most difficult. If you don’t like your financial planner, that’s not possible, no matter how much investment skill the planner has.

Here are questions to ask financial planner candidates.

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