What to expect from a financial advisor

If you know how important it is to invest for your future, but you’re unsure of the road to follow, you may want to get some guidance and direction from a financial professional. But if you’ve never worked with one before, what can you expect?

Here are some things to look for:

• Assessment – A financial advisor will assess your current financial situation – assets, income, debts and so on – but that’s just the start. These days, advisors recognize the need to view their clients’ lives holistically. Consequently, you will see questions like this: What are your feelings about investing? How would you judge your risk tolerance? What are your individual financial goals? What hopes and dreams do you have for your family?