How to Prepare to Work with a Financial Planner

Start off on the right foot by getting your financial ducks in a row before your first meeting. Here are some handy pointers for kick-starting a productive relationship.

A financial planner looks over some charts.
(Image credit: Getty Images)

The hardest part about planning for your financial future is figuring out where to start.

You already took the first step by performing your due diligence and selecting a financial planner. Now it is time to meet them to discuss your current situation and create a plan to help reach your goals. It’s natural to feel a bit unprepared, because there are a lot of moving parts, and discussing your finances with somebody new can be intimidating — especially if you’re not sure which questions to ask.

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Kevin R. Keller, CAE
Chief Executive Officer, Certified Financial Planner Board of Standards, Inc. (CFP Board)

Kevin R. Keller, CAE, is CEO of the Certified Financial Planner Board of Standards Inc. CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services and one of the few accredited financial services designations. He leads CFP Board to benefit the public by granting CFP® certification and upholding it as the standard of excellence for competent and ethical personal financial planning.