In Your 30′s?-Questions You Need To Ask Yourself Before You Meet With A Financial Advisor
Julie Murphy • August 23, 2010
Wondering if your current financial advisor is worth their salt? During your thirties, here are an example of questions that a good financial advisor should ask you to think about It’s a good indicator on whether or not your advisor is an advocate for you or not.
- Are you buying a second home and selling your first home?
- What is your marital status now?
- What can you do about saving for your children’s college education
- Have you done any estate planning for guardianship of children, etc.?
- What kind of financial karma are you throwing around?
- Do you live a life of financial lack or abundance?
Be honest with yourself and your advisor to make sure you are moving towards or maintaining a life you love!
The post In Your 30′s?-Questions You Need To Ask Yourself Before You Meet With A Financial Advisor appeared first on Julie Murphy.
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I’ve noticed something over the years: most people don’t struggle with money because they don’t know what to do. They struggle because they’re carrying old emotional patterns into a new season.
It’s your inner wisdom letting you know that the container you’re in may have been right for who you were, but not for who you are now.
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