25 questions for a potential financial adviser | MarketWatch by Henry K. Hebeler

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questions for CFP

After just a couple of meetings, a professional adviser gave me suggestions that increased my savings many fold in the following 40 years.

I thought I knew all I had to know after listening to “professionals” who gave free presentations — thinly disguised events to sell their services or products. On the other hand, the few hours with a Certified Financial Planner (CFP) revised my thoughts on investments dramatically. He got a flat fee and would make nothing from my investments. He also gave good advice on insurance and estate planning.

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