Blankenship Financial Planning

Questions to Ask



When choosing a financial advisor, it is important to ask the right questions. NAPFA, the National Association of Personal Financial Advisors, has developed a questionnaire that you can use to help screen your choices of financial advisors.

If you click here, you will find a printable version of this questionnaire that you can either send to potential advisors, or use as an interview template. At the following links you’ll find the versions of the questionnaire that we have filled out:
Jim Blankenship
Sterling Raskie

Blankenship Financial Planning
116 West Illinois Street
New Berlin, IL 62670
Phone 217-488-6473
Email: jim@blankenshipfinancial.com
Or: sterling@blankenshipfinancial.com
  • What is Financial Planning?
  • Questions to Ask
  • The Blankenship Financial Planning Difference
  • How to Get Started
  • Map to the Office
  • Services @ Blankenship Financial
  • Income Tax Preparation
  • The Blog – Getting Your Financial Ducks In A Row
  • An IRA Owner’s Manual
  • A Social Security Owner’s Manual
  • Sign Up For Our Newsletter
  • Retirement and Investing Resources
  • Client Access Portals
  • Disclosure Statement
  • Privacy Notice
  • ADV Part 2A & 2B
  • How To Contact Us
  • Our Affiliations
  • About Us

RSS Most recent article on Financial Ducks In A Row:

  • IRS warns of gift card scam December 2, 2019
    A new scam is making the rounds - a caller impersonates an IRS agent and demands payment in the form of a gift card. Here's what to look out for. The post IRS warns of gift card scam appeared first on Getting Your Financial Ducks In A Row. Related posts: What to do When You […]
    jim@blankenshipfinancial.com (Jim Blankenship)
Affiliated with:

EvoLve Pro theme by Theme4Press  •  Powered by WordPress Blankenship Financial Planning
Excellent Financial Advice for Everyone