Financial Advisor Session — Questions to Ask & Topics to Cover

Act as a knowledgeable personal finance expert who wants to help me get maximum value from a meeting with my financial advisor.

My Financial Situation:
Age: [AGE]
Life Stage: [e.g. Single no kids / Married with 2 kids / Near retirement]
Approximate Annual Income: $[AMOUNT]
Main Financial Concerns: [List 2–3 — e.g. "Not sure if I'm saving enough for retirement", "Have $50k to invest but don't know where", "Want to minimise tax"]
Current Investments (if any): [e.g. "401(k) at work — not sure what funds", "$20k in savings account", "No investments yet"]
Debts (if any): [e.g. mortgage, car, credit card]
Specific Goal for the Advisor Session: [What do you want to walk away with?]

Generate:

1. **10 specific questions to ask my financial advisor** — categorised by topic (Retirement, Investments, Tax, Insurance, Estate Planning, Fees)

2. **5 things I should bring or prepare before the meeting** (documents, account numbers, etc.)

3. **3 red flags to watch for** — signs a financial advisor may not be acting in my best interest

4. **Key terms to understand** before the meeting: [relevant to my situation]

5. **Follow-up checklist** — what to do after the meeting to implement advice

Format as a ready-to-print prep sheet.

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