Fee-Only Financial Planning ℠

How to Choose A Financial Planner Necessary Questions To Ask

When thinking about hiring a financial planner or investment manager, it is important to find someone whom you trust and who understands your needs.

The National Association of Professional Financial Advisors created a list of 'Questions To Ask' your advisor. I have completed the answers to these questions below to help you with this process.

Click here to download Fee-Only Financial Planning's answers to 'Questions To Ask'.

Fee-Only Financial


Based in

Western Massachusetts

David Martula

Dedicated Marathon Runner and Your Financial Adviser