Four questions you MUST answer about your financial advisor

Think about this for a moment - are you getting the most from your financial advisor? Have you ever paused to evaluate the frequency, usefulness and the nature of your interactions with them? We are here to stir your thoughts and challenge you to reflect on these questions. Our opinion and advice is designed to provoke thought and offer real-life evidence and insights on how we assist people in managing not just their money, but all aspects of their life.

We've all seen people share their financial statuses on social networks, becoming prey to self-proclaimed finance gurus. If you are someone seeking guidance and wishing to avoid this whirlpool of confusion, listen closely. This advice does not merely present a contrarian viewpoint; it's packed with experiences from our everyday life, where, as fee-only financial planners, we help people make informed financial decisions. So, if you have questions or need a completely honest perspective, reach out to us at www.ditchthesuits.com. We're here to provide you the cold hard truth about what you need to ask or do to make the most of your financial life.

How often do you meet with the advisor you are paying?
When you meet, what is actually discussed?
What changes year after year?
Is their guidance reactive or proactive?

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