Broker Check

Frequently Asked Questions

We get it, financial planning can be overwhelming. We are focused on your future, and helping you build your financial confidence one step at a time. 

Check out our frequently asked questions to assist you on your journey to financial confidence!

What questions should I ask my financial advisor?

1. What are your qualifications and experience as a financial advisor?

This question is crucial to understand the expertise and background of your financial advisor. It helps you gauge their knowledge, credentials, and the years of experience they have in the financial industry. Look for certifications such as Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), or relevant licenses to ensure they have the necessary qualifications.

2. What is your investment philosophy and approach?

Every financial advisor may have a different investment philosophy and approach to managing your money. Ask about their investment strategies, risk tolerance, and how they align with your financial goals. This question will help you assess whether their approach matches your preferences and risk appetite.

3. How do you stay updated on market trends and changes in the financial industry?

The financial landscape is constantly evolving, and it's vital for your advisor to stay up-to-date with the latest trends and changes in the industry. Ask how they stay informed and whether they engage in ongoing professional development. A good financial advisor should be knowledgeable and proactive in adapting to market changes.

4. How do you personalize your financial advice to fit my specific needs and goals?

Understanding how your financial advisor tailors their advice to your unique circumstances is crucial. Inquire about their process for assessing your financial situation, goals, risk tolerance, and any other factors they consider when creating a personalized financial plan for you.

5. How often will we meet to review and adjust my financial plan?

Regular communication and monitoring of your financial plan are essential. Ask your advisor about their preferred frequency and format for meetings or reviews. It's important to establish expectations regarding how often you will connect to discuss your progress, reassess goals, and make any necessary adjustments.

Ready to schedule a meeting with your financial advisor? Contact our scheduling coordinator, Kara McClean at (732) 248-9400 x2001 or

Contact Us!

Ready to set up your No-Cost initial consultation? Click the button below to reach our contact page.

Contact us!