The Most Important Questions For Your First Meeting With A Financial Advisor
By: Stacy Francis
November 30, 2021
Stacy Francis, President and CEO of Francis Financial has a featured article on Forbes that discusses the questions to ask your advisor when settling a spouse’s estate. It can be an incredibly difficult and challenging process, with new questions and needs popping up all the time. But you don’t have to go it alone.
The right financial advisor can do a significant amount of the heavy lifting to help settle your spouse’s estate. They can help with transferring assets to your name, closing accounts, updating beneficiaries and planning for your future needs. Start by finding a fiduciary, fee-only advisor, ideally someone who is a Certified Financial Planner™, so you’ll know you’re in the hands of a professional who always puts your needs and wants first.
When people establish a relationship with a trusted financial advisor, one of the main benefits is that they get to walk away with a comprehensive plan for their financial needs. Even if you had a plan you liked before you lost your spouse, you’ll need to update things based on your new situation. Now is the time to ask about things like selling a home, heading back to work and what your budget should look like moving forward. You and your planner will be able to tackle all these things, and so many more, together.