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How to Interview a Financial Planner - Selecting the correct financial planner is a very daunting task as you end up putting a lot of trust into these individuals. • What is their experience? Are you going to trust your money with somebody who just started their financial planning career? Consider using somebody with a minimum experience level of three years.

Having a good education is important for any financial planner. Check to see if they are a Certified Financial Planner and that they are a Chartered Financial Consultant.

It is critical to verify that your financial planner has the proper equipment and support staff. Most financial planners work in teams today.

What types of clients do they currently serve? Check and see what kinds of clients they have and the total number of clients that they serve. What type of fees are they charging? What are your personal feelings? Don’t ignore your gut instants.