Build my question list
Choose what applies to you. We’ll combine the essentials with questions for your situation.
- How are you paid, and what would I pay in total each year, in dollars?
- Are you a fiduciary for all the advice you’d give me?
- How often will we meet, and how do I reach you between meetings?
- Where would my money be held?
- How would you turn my savings into a steady retirement paycheck?
- How do you plan around Social Security and Medicare?
- What happens to my plan if markets drop right after I retire?
- Do you work with people who are still building savings?
- How would you balance paying off debt with investing?
- Can you help with my workplace benefits and 401(k)?
- Have you worked with business owners like me?
- Can you help me set up a retirement plan for my employees?
- How would you plan for selling or handing off my business?
- How would you approach a large one-time amount like an inheritance?
- What are the tax considerations with what I’m receiving?
- Should I make any decisions right away, or wait?
- Have you helped clients through a divorce?
- How would you help me divide accounts and plan for one income?
- Do you coordinate with family law attorneys?
- How would you plan for college costs?
- Do you review life insurance and estate documents?
- How do you involve both partners in decisions?
Educational example only, not financial advice. Real costs and results vary.