Choosing a Professional
Questions to Ask a Financial Advisor
A useful checklist for understanding fit, fees, qualifications, and the working relationship.
Read GuideLearn with Enoch
Make room for better questions.
Start with practical conversation guides that help you prepare for your next financial decision.
Getting Started
Prepare for Your First Conversation
Bring your questions and priorities. Start gathering the details that help tell your financial story.
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Planning Through Change
When Life Changes, Revisit the Plan
Six moments that can be worth discussing with your financial professional.
Read GuideCommon questions
Before we meet.
Do I need to have everything organized first?
No. Begin with your questions and goals. Our team can help clarify what information would be useful for the next conversation.
Can I request a particular team member?
Yes. Choose your preferred team member in Microsoft Bookings when available, or contact us for help.
Can you coordinate with my CPA or attorney?
With your permission, we can participate in conversations with your other professionals. Your CPA and attorney remain responsible for tax and legal advice.
How do I learn about costs?
Ask about the scope of the proposed engagement and all applicable fees or commissions before proceeding. Compensation can depend on the services and products involved.
