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Here are questions the Certified Financial Planner Board of Standards, Inc. recommends you ask prior to hiring an advisor.  To review our answers, please click here.

If you recognize the value of financial planning but prefer a one-on-one relationship, we encourage you to work with a qualified professional.  Prior to engaging an advisor, check out their disciplinary history at FINRA.  For those who are CFP®s, also check the Certified Financial Planner Board of Standards, Inc.  Determine whether or not your Advisor is a fiduciary and how he or she is compensated.

Please note will be registered with the SEC once we begin accepting subscription fees.

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