In our previous blog, we talked about a couple of things that you can do to get the most out of your relationship with your financial advisor in Naples. To recap, we talked about how you should make your goals clear and find a financial advisor you can trust. The following is a list of the last few things that you should do to get the most out of your time with your financial advisor:

  • Don’t sweat the small stuff: The market is full of ups and down, and if you are going to let fear overtake you with every little loss, then you may want to reconsider your options. Your financial advisor is there to help you to reach your long term financial goals, and you are paying him or her to do so! So, if you are nervous, take a deep breath and remember that you have a financial partner working on your behalf.
  • Be upfront about your financial situation: Your financial advisor is there to help, so there is no point in skirting around your debt, poor financial decisions you’ve made in the past, unhealthy spending habits or a dependent family member. The more your financial advisor knows about your financial situation, the better they will be able to help!
  • Tell them how you prefer to communicate: Do you love nothing more than a well-constructed graph? Do you hate talking on the phone? Are you unreachable on Tuesdays? Everyone has their own communication preferences, and the better your financial advisor knows your communication style, the better they will be able to serve you!