5 Key Questions To Ask Your Financial Advisor

4. What kind of clients do you specialize in?

So, when you’re scoping out a financial advisor, ask them about the type of clients they usually jive with. You want to know if they’ve got a sweet spot or a wide net. If they claim they work with everyone from freelancers to CEOs to athletes, it might mean they’re super adaptable – or they’re just casting a wide net hoping something sticks. Here’s the pro tip: Look for a financial planner who either specializes in your specific stage of life or has solid experience in it. You want someone who gets where you’re coming from and has the right tools to guide you through your financial journey.