As you think of others, add them to your list. Keep in mind how the answers fit your personal needs. Education may be as important as experience and investment history. Most financial planners have come from fields related to financial services. Ask to see a sample financial plan.
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Verify that the practitioner has a close working relationship with accountants, attorneys and other competent professionals. Most of the financial planning practitioners are generalists, but also may be specialists in certain areas. They frequently consult with other professionals from related fields for added expertise in specialty areas. It is not uncommon for a planner to work primarily with particular professional groups, income levels or age groups. If you will be working with an associate, ask to meet that person and ask about qualifications.