First of all, do you want investment advice, or do you want financial planning? These are two different services, and tho many providers offer both, it's good to know what you want and how you will be paying for it. For investment advice, I would recommend a KISS approach like vanguard index DIY or betterment, if you want to be really fancy. For financial planning, if you really feel you want to pay for one, find a fee ONLY (not fee based) CFP certified planner who will develop a plan for you for about $400. (Google for them or check your yellow pages). It's the only way you're going to know the advice you're getting is truly independent. They'll recommend annual planning, but the truth is, unless you are experiencing major life changes (marriage, divorce, adding kids, changing jobs or moving), once every 5-10 years is plenty, IMO. The "how to write a case study guide" is a good starting point for meeting prep work, but your prospective planner should provide you with a meeting prep guide. They will probably also want to see wills and powers of attorney if you have them.