HOW ARE YOU? Financial health is very important, but as a financial advisor, I believe that financial, spiritual, relational, physical, and mental health are all related. In many cases struggles in one of these areas could cause struggles in others.
What do YOU want? Many financial advisors assume that their clients want to retire "as early as possible" or make other assumptions. Remember, a fiduciary advisor has an obligation to help the client to meet the client's goals, so it is crucially important to ask the right questions.
How would YOU like for me to communicate with you? Some clients want "big picture" level details and other clients want for extremely detailed oriented explanations. Some clients like to communicate virtually and others like to communicate in person.

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Three questions that financial advisors SHOULD be asking are:

HOW ARE YOU? Financial health is very important, but as a financial advisor, I believe that financial, spiritual, relational, physical, and mental health are all related. In many cases struggles in one of these areas could cause struggles in others.
What do YOU want? Many financial advisors assume that their clients want to retire "as early as possible" or make other assumptions. Remember, a fiduciary advisor has an obligation to