 Partner with your Financial Advisor. This is certainly not an exhaustive list. In my opinion, as a Certified Financial Planner™, you are potentially hurting yourself if you don't share everything we ask for and or need. Your financial advisor is an integral part of your team to help you manage your wealth and grow your future. That said, you may not be sharing with us everything. Whether you are not communicating things because you feel they are unimportant or are a private person who wishes to keep certain information to themselves, not sharing what you need to with your financial advisor could result in problems with your financial future. Below are five things that you should always share with your advisor. Again, not an exhaustive list, but a good start!
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