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In Your 30′s?-Questions You Need To Ask Yourself Before You Meet With A Financial Advisor

Wondering if your current financial advisor is worth their salt?  During your thirties, here are an example of questions that a good financial advisor should ask you to think about   It’s a good indicator on whether or not your advisor is an advocate for you or not.

  • Are you buying a second home and selling your first home?
  • What is your marital status now?
  • What can you do about saving for your children’s college education
  • Have you done any estate planning for guardianship of children, etc.?
  • What kind of financial karma are you throwing around?
  • Do you live a life of financial lack or abundance?

Be honest with yourself and your advisor to make sure you are moving towards or maintaining a life you love!