As Gen Xers it was challenging for my husband and I to write up our will and determine what we want our future to look like for our kids. We felt old. That's something our parents do! Though ultimately in the Lord's hands, there are many things to consider when looking to the future. What about a financial advisor? Is that something you have thought about? Not just in terms of your will but your finances in general. It’s a tricky decision that could make or break your financial future. Every turn promises guidance, but watch out for the pitfalls! To make this journey smoother and ensure you’re on the same page with your financial guide, we’ve compiled some great questions you need to ask before signing any deals. Question 1: How do you define and measure success in client portfolios? First up, let’s talk about goals. What does “success” mean to your advisor? Is it all about outperforming the market, or is it more about making sure you’re hitting your personal financial targets ...