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
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RSS Most recent article on Financial Ducks In A Row:

  • Should You Take or Postpone Your First RMD? March 29, 2021
    The first year of RMD presents a planning opportunity. What should you think about as you consider the timing of this withdrawal? The post Should You Take or Postpone Your First RMD? appeared first on Getting Your Financial Ducks In A Row. Related posts: Remember Your RMD SECURE Act RMD Rules Rolling Your IRA into […]
    jim@blankenshipfinancial.com (Jim Blankenship)
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