5 Questions for a Financial Advisor
These are the questions I think actually matter.
1. What values guide how you work with clients?
Do the right thing, be clear, and don’t overcomplicate money.
2. What do clients say about you most often?
That I make things easier to understand, help bring organization and clarity to help clients make financial decisions with greater confidence.
3. What services do you provide that I might not see elsewhere.
Behavioral financial planning, emphasis on living life, and my communication style.
4. How do you make sure clients always know where they stand towards goals.
Robust planning software that is used to track progress towards goals and online access to it.
5. Do you work with outside professionals?
Absolutely I coordinate with CPAs, attorneys, and others when/where needed.