What Questions Will a Financial Advisor Ask You?

A thoughtful advisor will ask: "Why did you choose this instrument?", "Does it still serve you?", and "Do you know your alternatives?" They will also ask who matters most in your life to ensure that every decision is aligned with your household "why." The depth of these questions tells you everything about how an advisor approaches their work. An advisor who asks only about account balances is managing assets. An advisor who asks about your family, your intentions, and your concerns is managing your future.