- YOUR GOALS – We all have goals and dreams and things we’d like to pursue. But how can your financial professional be of any help if they don’t know what they are? If you can’t determine your goals and commit to them, then how can your financial advisor be of any service to you? It’s a halfway street. In addition, a goal of ‘making more money’ is not a goal, it’s a desire. A real goal is a deliberate act of thought, emotion, and behavior towards attaining the goal.
- BIG LIFE CHANGES – Who’s the first person you tell big news to? Your spouse? Your family? Put your financial professional near the top of your list. They need to know about the big transitions you make, so they can adjust your strategy accordingly.
- WHATS NEW AT WORK – Your financial professional should get the scoop about your work life. Whether you get that big raise, start a new job or get a new title, or start your own business, your financial pro needs to be in the loop.
- DATA BREACHES AND IDENTITY THEFT – In good times and bad, your financial professional is there to help. If you need someone to help you navigate what’s ahead and help you protect your finances, you can turn to your financial professional.
- HOW YOU REALLY FEEL ABOUT YOUR FINANCES – Being totally forthcoming about your finances is important when speaking to a financial professional. That means no false modesty or bogus confidence about your situation. Talk about the things that matter to you, the things that concern you, and above all, ask frank questions!
5 Things You Should Always Tell Your Financial Professional
