Financial planning tool / Professional Fit

Professional Fit Checklist

Answer a short, structured set of fit questions before reaching out to a professional.

5 minRelated: Financial Planner, CPA, Trust & Estate AttorneyLife event: Active Duty, Reserve & Guard, Retired / Veteran

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Tools, calculators, estimators, checklists, and worksheets are for educational organization only and are not financial, tax, legal, accounting, or investment advice. Results depend on the assumptions you enter.

Professional type

What type of professional are you considering?

Credentials

Credentials are listed (CFP, CPA, EA, JD, AFC, etc.)
I have a plan to verify credentials independently

Fee model

Fee model is clearly described
I understand potential conflicts of interest

Military experience

They report meaningful military client experience

Virtual access

Virtual meetings are offered if needed

Household involvement

Both adults can be included in meetings

Questions to ask

Top questions for the intake call

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Next actions

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