Finacial Planner Checklist
Is your financial planner doing the right thing?
My planner is diligent in carrying out their activities.
My planner responds to my phone calls or requests promptly.
Recommendations are appropriate for my situation.
I understand what I’m being charged and why.
I understand and accept my planner’s potential conflicts of interest.
My interests drive the decisions being made.
My planner calls and updates me on a regular basis.
I do not feel pressured to make certain decisions.
I get adequate information to make good decisions.
My planner investigates the products he or she recommends.
My planner presents his or her qualifications or abilities honestly.
The staff that works with me is properly supervised.
My information is kept confidential.
Complimentary Financial Consultation
Complete the form to take advantage of a free financial consultation with one of our advisors to gain a clearer picture on your current financial standing. (Est. value $1,000)