6 Things You Must Know About Financial Planners

Picking an adviser is like choosing a mate. Find the right match.

1. You must first do some serious self-examination. Identify why you think you need a financial planner. Perhaps you’re going through a transition—say, you have a new baby or you’re recently divorced. Maybe you need to update your retirement plan or get a reality check on saving for college. Do you require frequent contact with your adviser, or are you okay with annual updates? What is your tolerance for risk?

SEE ALSO -- QUIZ: Do You Need a Financial Planner?

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Former Staff Writer, Kiplinger's Personal Finance