Here are 5 essential questions to ask your financial advisor:
1. Can you explain your investment philosophy and approach in detail?
2. How do you charge for your services and what are all the potential fees involved?
3. What is your experience and track record in helping clients achieve their financial goals?
4. How often will we meet to review and adjust my financial plan?
5. Can you provide references or client testimonials?
By asking these questions, you can gain a better understanding of your financial advisor’s expertise, fees, communication style, and overall fit for your financial goals. It’s important to feel comfortable and confident in your advisor’s abilities to help you achieve financial success.