A Conversation with a FINANCIAL ADVISOR About Money
"Share your whole financial story, even your financial mistakes. For example, "I've only invested once and lost my money so I've shied away from it since."
Early on, ask your advisor to walk you through a client statement and explain each segment if necessary.
Share your short-term and long-term financial goals. "Within the next year I'd like to____________, and 20 years from now I see myself _____________."
How to ensure you and your FINANCIAL ADVISOR get off to a good start