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Tips to help you work best with your fiduciary financial advisor for retirement planning and wealth creation.

Updated: Mar 29

1. Be honest and upfront about your financial situation.

Your advisor can only give you the best advice if they completely understand your financial situation, including your assets, debts, income, and expenses. Be honest with them about your financial goals and risk tolerance as well.

2. Ask questions and be involved in the decision-making process.

Don't hesitate to ask your advisor questions about their recommendations. You should also be involved in decision-making and have a say in investing your money.

3. Communicate regularly with your fiduciary financial advisor.

Your financial advisor should be a trusted partner with whom you can communicate regularly about your financial situation and goals. As your life changes, so may your financial needs, so keeping your advisor updated is essential.

4. Review your financial plan regularly.

Your plan is a living document your adviser will review regularly to align it with your goals and risk tolerance. Your financial advisor can help you with this process.

5. Be realistic about your expectations.

Your fiduciary financial advisor can help you achieve your financial goals, but they can't work miracles. It takes time and effort to build wealth and secure your financial future.

Here are some additional tips:

  • Find an advisor you trust, as you will share personal financial information with them. Ensure you feel comfortable with them and believe they have your best interests at heart.

  • Get everything in writing, including your financial plan, investment recommendations, and fees your advisor charges, to protect you and ensure that you are on the same page as your advisor.

  • Feel free to fire your advisor. If you are unhappy with your advisor or feel they do not meet your needs, feel free to fire them. There are many other good advisors out there.

Following these tips will help you build a strong relationship with your financial advisor and work together to achieve your financial & life planning goals.

Contact if you would like a copy of our Financial Health Check, a great starting point for conversations with potential fiduciary financial advisors.


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