Choosing the right financial planner is a pivotal decision that can shape your financial future. This guide provides a concise list of essential questions to ask and factors to consider, ensuring you find a planner who aligns with your goals and preferences. From understanding client specialization and onboarding processes to learning how often you’ll meet and what a financial plan includes, this resource equips you with the knowledge to make an informed choice. Whether you prioritize in-person or virtual meetings, or seek planners experienced in your industry or financial situation, this guide ensures you have the tools to confidently navigate this important decision.