EP07: 5 best questions to ask a financial planner ( to see if she is a good fit)

Her Money Story Podcast

If you consider establishing a relationship with a financial planner, there are the fundamental and best questions to determine if they're a good fit for you. Determine the qualities that you want from that ideal person to suit your needs.

Key points covered in this episode:

✔️ The first and easiest question to ask is WHO DO YOU HELP? When you ask that question, you can see if their experience works for you. If it doesn't sound like they're talking to you, then move on. Just because they're a nice person, you're on the board with them, or you went to college together are not compelling reasons to start a relationship or keep working with them if you already are.

✔️ Get a good sense of whether or not they can help you with your unique needs. Not every CFP practitioner does the same thing; some only sold insurance or annuities. Others had the designation but only sold stocks. Some people only worked with people who were doctors, dentists, and some with retirees.

✔️ Comprehensive financial planning means looking at your finances to ensure all parts and pieces are working for your good. It means looking at insurances, investments, taxes, cash flow, estate planning, and more.

✔️ I work with smart, educated, professional corporate and business owners who want to be financially independent. In the past 27 years, I have helped women who wish to have the money they need to make the choices they want to make now and in the future.

________________________________________________________________

Felicia Gopaul, CFP, is the Premier Women's Wealth Builder

dedicated to your financial success!

Ms. Gopaul is a Money Confidence Catalyst and author of an Amazon best-selling books "Preparing for the Five Ds: Divorce, Disability, Downsizing, Disasters, and Death" and "Local Business Mavericks - Volume 20: Insights & Innovation From Top Local Business Owners, Professionals & Community Leaders."

She is also a speaker and Certified Financial Planner Ambassador (only one of 50 people in the United States). She teaches accomplished, successful and educated women to heal their money mistakes, rebuild their wealth, and ultimately reclaim their power.

Her business, Financial Control Mastery, teaches women to honor themselves through their money and actions. Know more and visit www.FinancialControlMastery.com