Hiring a Financial Adviser? Start the Conversation Simply with These Top 3 Questions

To get the right help, you need to ask the right questions. Here are three questions that will serve you well.

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No matter where you are in your career, the prospect of working with a financial adviser may bring on a flurry of finance-related questions.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Erin Savage-Weaver, CFP®
Certified Financial Planner™ Professional, Kehoe Financial Advisors

Erin Savage-Weaver is a CERTIFIED FINANCIAL PLANNER™ professional with Kehoe Financial Advisors in Cincinnati, Ohio. Founded in 1982, Kehoe helps individuals and small businesses in financial planning and investment, estate, insurance and retirement planning. She's a member of the Alumni Associations of Tau Beta Sigma and alumna of the UC Marching Band. She volunteers with the Junior League of Cincinnati and her son's sports organizations and lives with her husband, son and a menagerie of pets.