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Top 5 Questions to Ask Your Financial Planner

A man speaking to a female financial advisor

Do you have an upcoming meeting with your financial planner?

Regardless if it’s your first meeting or an annual visit with your financial planner, it’s important that you arrive prepared. You should have a general idea of what to keep track of, so that you can make changes to your plan necessary, to better fit your goals. When you arrive prepared with the right questions and documents, you can expect to get the most out of your meeting.

Read on and explore the top five questions that you should ask your financial planner.

What’s Your Number?

What’s Your Number?

When does your Financial Advisor call you? What number on his call list are you? If you are an investor, this is something that you likely haven’t thought about, but should. To understand why this really matters, let’s say you are a client of a Financial Advisor that is not licensed as Portfolio Manager (PM) and thus does not have the ability to service discretionary accounts. 

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