You and Your Advisor Part 3/3 – Good Questions

By , On , In General

Here are 5 questions to have a more meaningful conversation with your current advisor:

  1. Mr/Mrs Advisor – Where do you invest your own money?
  2. Would you be open to sharing my financial planning with my accountant?
  3. Is this life insurance you are selling us a locked contract – meaning if I want to move later I can’t switch it to a different firm?
  4. Outside of overseeing our investments/insurance, what other fields of advice do you offer?
  5. Do you have a way to show me the probability % of me reaching my goals?

I wish you all the best in your financial planning journey and if you have any questions, please feel free to reach out to us today. Don’t wait, check it off your to do list and get back to focusing on your LIFESTYLE!

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