Choosing a Financial Professional

Questions to ask before hiring a military-friendly financial planner

A short list of fit, fee, and fiduciary questions to ask before signing an engagement.

4 min readRelated pros: Financial Planner

Resources are for general educational purposes and may not apply to your specific situation.

What to listen for

A short conversation can reveal a lot about fit, fees, and how a planner works with military families.

Confirm the planner has worked with situations like yours.

Ask how the planner is paid before sharing personal details.

Ask whether the planner acts as a fiduciary, and when.