We think you should ask a bunch of questions before hiring a financial planner! The National Association of Personal Financial Advisors (NAPFA) provides a helpful guide to finding a financial advisor and the questions you should ask on their website. We try to make the process as easy as possible by having all of our lead financial planners answer NAPFA’s recommended questions at the links below.
Interview with Jean Keener, CFP®, CRPC™
Interview with Rachel Songer, CFP®
Interview with Samuel Pond, CFP®
Interview with Trista Jacobs, CFP®, CPA*
Interview with Beth Shurtz, CFP®, CRPC™
Interview with Steven Myers, CFP®
Interview with Megan Coyne, CFP®
*Keener Financial Planning is not a CPA firm.