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