The Certified Financial Planner Board of Standards offers a list of ten questions that you can ask your planner during your initial meeting, but if you've done your research, you may already know the answer to some of these. You can see the full list in this brochure [pdf], and they include what you may already know, like qualifications and experience. It would be good to hear this information directly from your planner, but I think there are a few questions that are worth exploring in depth. Read more >

Consumerism Commentary
April 10, 2011