Tag: ask questions

When meeting with your financial planner, tax attorney or estate attorney it is not unusual to be intimidated. Don’t be. This is your life and your assets, and you need to be in charge. I tell all my clients the person sitting on the other side of the desk from you should be making an effort to get to know you as a person not just as a new engagement and likewise you should be doing the same with them. It should not consist of them asking you questions about your assets, net worth and family. It should be more than that, much more.