What to Know When Choosing a Financial Planner

    This may be one of the most important decisions you make. Rather than simply choosing a name you like, there are important questions to ask the financial planner about their background; how the process works; their conflicts of interest; and other topics you should know and understand – before moving past that initial interview. This presentation by Nancy Johnson Jones, CFP® provides you with ten questions to ask to help you find a planner you respect and trust. Remember this decision is the beginning of building a better future for you and your family, so it’s not one to take lightly!

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What to Know When Choosing a Financial Planner

This may be one of the most important decisions you make. Rather than simply choosing a name you like, there are important questions to ask the financial planner about their background; how the process works; their conflicts of interest; and other topics you should know and understand – before moving past that initial interview. This presentation by Nancy Johnson Jones, CFP® provides you with ten questions to ask to help you find a planner you respect and trust. Remember this decision is the beginning of building a better future for you and your family, so it’s not one to take lightly!