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Intro meeting with a financial advisor today (wife’s request, not mine). What kind of questions should I ask besides the obvious about hard money?

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Discussion

elsat 2y ago

Show me your portfolio distribution

Show me your returns the past 10 years normalized to money growth

What is your debt ratio

What percentage is 🌽of your savings

Doug Brown 2y ago

When you say debt ratio, are you talking like bond make-up? Ie 60/40 split?

Doug Brown 2y ago

Oh scratch that. I was thinking of something else. This is a big firm so that I can find publicly. But good to hit on too to see if it matches closely.

elsat 2y ago

No. I was not clear. Ask the personal debt to income ratio of the human financial advisor.