Choosing a financial planner is a great idea in order to set a financial plan in motion and make money from your investments. There are several questions that you should ask any financial planner before considering doing business with this person.

Experience and Qualifications – Find out where the person went to school, where they trained, what companies they have worked for and to describe what they did at each company (including what types of clients they had). There are certifications in the field of financial planning so ask what types of certifications this person has and how they stay current on their training. Some planners do not actually sell anything rather only offer advice so find out what services are offered. Other planners sell but are limited to selling what they have licenses to sell.