Life & Money Financial Planning Your Financial Plan Meeting With a Financial Advisor for the First Time? Here’s What to Ask Part of our Finance Fundamentals series Julia Chang Feb 11, 2022 Before you start working with a financial advisor, ask these 5 questions to make sure you will be a good fit for each other. Photo credit: andresr / Getty Images share Want more? Get financial tips, tools, and more with our monthly newsletter. First name* Last name* Email* Sign me up Related Articles article What Is a Financial Advisor? Learn more article How Much Does a Financial Advisor Cost? Learn more article Meeting With a Financial Advisor for the First Time? Here’s What to Bring Learn more