Questions to Ask

When choosing a financial advisor, it is important to ask the right questions. NAPFA, the National Association of Personal Financial Advisors, has developed a questionnaire that you can use to help screen your choices of financial advisors.

If you click here, you will find a printable version of this questionnaire that you can either send to potential advisors, or use as an interview template. Clicking here will bring up the version of the questionnaire that I have filled out.