When People decide to engage the services of a financial advisor, start by checking with others for recommendations. Then, schedule meetings with two or three to see which one best fits their needs. Here are some questions to ask on their first visit.

 What are their background and experience?

 What degrees and designations do People hold? Look for someone who holds one of the three designations mentioned earlier. While they are not guarantees of qualifications, they are indicators of education and experience.

 Consult other professionals? Seldom is one person an expert in everything. Expect an advisor to consult with a CPA, insurance specialist, investment advisor, estate attorney, and a tax attorney in developing a comprehensive plan.

 How do People charge for their services? People need to know if there is any chance of advice being tainted with greed.

 What are their typical client’s financial circumstances? People want an advisor who deals with clients similar to People.