Business Continuity Plan Sample Before you even start looking for a financial planner, take the time to write down some important questions. Getting answers to these vital questions should be a major part of the interview process for each financial planner you are considering. How the planner answers those questions will in large part determine which financial planner deserves to get your business.
This is perhaps the most important question of all, since the answer will determine whether or not your f.p. has a conflict of interest. Fee only financial planners are compensated solely by their clients (that's you). They derive no income from the investments they recommend, and they get no commission when you purchase a particular mutual fund, annuity or stock.