When you invite a financial advisor into your financial planning, it’s like inviting someone to step into your hopes and dreams. And at SageSpring Wealth Partners, we don’t take that lightly. Around here, we believe that trust is formed through relationships – that’s why regular check-ins with your advisor are so important. Not only do you get an in-depth look of your finances, but you also get the opportunity to talk through your goals for the future. And that’s a big deal.
At SageSpring, we put our clients first. We have your best interests in mind so you can breathe easy knowing we’ll walk with you every single step of the way. But we understand that it’s important for you to feel prepared for these check-ins as well. Here are some questions to keep in mind for your next meeting.
Questions to Ask Your Financial Advisor
Believe it or not, another financial quarter has almost come and gone. That means it’s time to check in with your advisor to see if your finances are still on the right track. A check-in may sound intimidating to you or it may sound like another thing on the to-do list. No matter how you feel about it, we want you to know that you’re in the right hands!
As you think about your next financial planning season, you might want to come with these few questions in mind:
ARE WE ON THE RIGHT TRACK?
This is a great question. Whether you’ve kept up with your advisor regularly or you’re just checking in once a quarter, you need to know that all of your financial planning is paying off! At SageSpring, your financial advisor will be able to answer this question in detail, giving you the full picture of your goals and if you’re on track to meet them. If you’re veering off track, your advisor will give you recommendations and work with you to make sure you get back on track.
IN LIGHT OF MY RECENT CHANGES, HOW SHOULD MY STRATEGY ADAPT?
Maybe you had a job loss, another child went off to college, or a parent is needing full-time care. Life circumstances will always be a reason to adapt your financial planning strategy. No matter what you’re facing this year, we’re here to help. Bring up any new life changes and circumstances with your advisor and we’ll come up with a plan – together.
WHAT SHOULD I FOCUS ON THIS QUARTER?
No matter what season you’re in, your financial strategy should always have a focus. Maybe you’re running full-speed ahead to meet your retirement goals. Maybe you’re wanting to double down on leaving a legacy for your grandchildren. No matter what your goal is, we can work together on a strategy to focus on what’s most important to you.
Remember: Your financial advisor is here for you. There are no bad questions… especially when it comes to your finances. At SageSpring, we want you to feel comfortable asking any question that comes to mind – nothing is off limits! As you think about your next quarter, please don’t hesitate to reach out.
And if you don’t have a financial planner on your team, it’s time to find one. Talk to a SageSpring advisor today. We can’t wait to work with you!
