By Alden Wicker. One way to ease your mind: Do everything that you can to be fully prepared. And we're not just talking about organizing all of your tax returns, bank statements and investment account info. There are actually several experts and smart strategies that can help smooth the path—and boost your confidence—for a successful money talk with a financial adviser. From consulting a credit counselor to familiarizing yourself with your financial weak spots, these nine to-dos can prime you for a productive sit-down with your planner.
6 Reasons Financial Advisors Are Scarier Than Dating Taylor Swift
Sweat beads on the back of your neck as you choose what to wear — Professional? Settling on the latter, you pop an Altoid in your mouth and head over to the Choice Financial Wealth Management offices. Like all firsts, a first financial date can be daunting. Money is one of the most intimate parts of our lives, and meeting with someone to strategize your dollars can make you feel vulnerable.
9 Great Ways To Prep For A Meeting With A Financial Adviser
Financial advisors work primarily for financial institutions such as banks, mutual fund companies, and insurance companies. Generally, they work with individuals or institutional clients to assess their financial needs and help them achieve financial goals, such as choosing investments money market, real estate investments, stocks and bonds , and they also explain tax laws relevant to certain investments and help with insurance decisions. Financial advisors help clients plan for both short-term and long-term goals, such as education expenses if they have children who are going to college, or for their own retirement, and they recommend various investments to match clients' goals.
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