King bell
VIP Contributor
When it comes to financial planning, there are a few key questions that you need to ask your planner in order to get the most out of the process. Here are the top three:
1. What are your qualifications and experience?
This is perhaps the most important question to ask, as it will help you to gauge whether or not your planner is qualified to give you the advice you need. Be sure to ask for details about their qualifications and experience in the industry.
2. What are your fees?
Fees can vary widely among financial planners, so it's important to ask about them upfront. Be sure to find out if there are any hidden fees or unexpected costs associated with the services you're interested in.
3. What is your investment philosophy?
It's important to align your investment philosophy with that of your financial planner. This will help ensure that your goals and objectives are in sync, and that you're working towards a common goal.
1. What are your qualifications and experience?
This is perhaps the most important question to ask, as it will help you to gauge whether or not your planner is qualified to give you the advice you need. Be sure to ask for details about their qualifications and experience in the industry.
2. What are your fees?
Fees can vary widely among financial planners, so it's important to ask about them upfront. Be sure to find out if there are any hidden fees or unexpected costs associated with the services you're interested in.
3. What is your investment philosophy?
It's important to align your investment philosophy with that of your financial planner. This will help ensure that your goals and objectives are in sync, and that you're working towards a common goal.
