Financially Well

Kevin Mahoney, CFP®

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The 3 Best Questions for Millennials to Ask a Financial Advisor in 2022

10/15/2021 • 10 min

If you’ve ever researched “financial planning,” you’ve probably come across an article such as Nerd Wallet’s “10 Questions to Ask a Financial Advisor.” These articles are very useful, especially for anyone who has never worked with a financial advisor. But these questions also reflect the minimum that you should consider when seeking out a financial plan. The best questions to ask a financial advisor should specifically address your money emotions and the life you want.

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