Things To Discuss With A Financial Advisor

I recently received our insurance policy for our newest addition, and I started thinking about everything our financial advisor helps us with or takes care of. My husband and I have had one since we got married six years ago, and I am so thankful for his help and expertise! He truly eliminates the guess work and helps give a good perspective on the big picture. I thought I would share the areas we discuss in each meeting and what he actually helps us with. We meet twice a year to review all accounts, check in to goals and discuss any new ones.

Do you meet with an advisor? I would love to know!


Me, my husband, and our sons all have insurance policies. Our advisor has helped with transferring the type of policy my husband had, setting up new policies for both boys, and discussing option periods/additional coverage to consider with any life changes.

2.Accounts For Children

Both of our boys have accounts set up for college/anything needed for them as they get older. This is a personal decision as to what type of account is needed or wanted depending on what you plan to use it for. You can contribute monthly and auto draft from your bank or contribute whenever you are able to. Your advisor should let you know a monthly amount to hit the intended goal!


My husband and I both have retirement accounts that we contribute to each month. Your advisor can help you come up with an amount depending on your goal age of retirement!


This is another personal choice as to what type of investments you are comfortable with but is something that can be discussed in length with an advisor as well as monthly contributions.

5.Personal Finances

Your advisor should check in on your personal finances with each meeting to see where you are at with any debt and current status. They will help you goal set and prioritize what is most important (ex: if you do not have an emergency fund established).

I am so thankful to have had a great experience with ours!

As always, sending light and love.




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