10 Questions To Ask When Hiring A Financial Planner

  1. Take a look over my portfolio over the last 10 years if you have a higher percentage gain than myself then you can manage my portfolio; if I have a higher percentage then I will manage your portfolio
  2. Have you owned a business? If so what was your free cash flow in the last year?
  3. What is your portfolio management philosophy?
  4. How many months out of the year do you work? and how many months are you on vacations?
  5. Do you pick up your kids from school?
  6. What is your why? for business?
  7. In your opinion which business in the industry has the best business model?
  8. What is the name of your firm and other than “exactly me” what else do they specialize in?
  9. Why did you become a financial planner?
  10. What is your philosophy for a “down market”?


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I am a Business Concierge MBA. That means I make you money, I save you money and I pick the right strategy so you do not pay more taxes than what you have to

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