What to Ask a Financial Advisor?

If you're looking for a professional navigator, don't ask about the S&P 500; ask: "Can you help me see my whole household architecture on one page?" and "How will you help my family understand our exit plan?" You want an advisor who prioritizes your literacy and comfort over their own technical preeminence. Look for someone who provides a "treasure map" for the journey, not just a sales pitch for a product.