1. At what point would it make sense to hire someone to help me get on top of my finances?

2. What if all my records are a mess? Can you still help?

3. What if my life is in turmoil and I’m going through a great deal of change, should I wait until things settle down?

4. Do I need to have a lot of money before you will work with me?

5. Should I shop around for a financial advisor?

6. Why is fee-only better than commission-based financial advice?

7. Do you provide services other than financial planning?

8. Where do I go if I need insurance, or mutual funds, or legal advice --- products or services you do not provide?

9. Do you come to us or do we come to you to meet?

10. What do I need to bring along for our first meeting?

11. Once the financial plan is completed, then what?

12. How would you pick good investments for me?