Annual meetings with your financial advisor are important. Not only do they present an opportunity to update your advisor with the new happenings in your life, they force you to sit down and review all the intricate details of your financial situation. Has your risk tolerance changed? Can you afford to take an extra vacation next year? Talking with your financial advisor at least once a year to review everything can put your mind at ease and keep you on the right track.
This checklist covers the most important planning issues to keep in mind as you check in with your financial advisor. Make sure you're checking all the boxes when it comes to your financial well-being.
