The Wealth Check-Up

22 Questions to Discuss with Your Financial Advisor

Every investor should conduct a thorough risk assessment of their portfolio and ensure that the market fluctuations are within the parameters of their stated level of risk. In other words—ensure that the riskiness of your portfolio (the weighting of stocks to bonds) is in line with your goals and financial needs.

Not sure what you should be looking for? Click here to download our overview of the 22 questions you should discuss with your financial advisor.

Ready for your wealth check-up?

Download a checklist of the 22 questions you should discuss with your financial advisor, including:

 
 
  • Cash Flow Planning
  • Estate Planning
  • Strategic Tax Planning
  • Investments