Red Flags that Should Make You Worry
A financial planner is supposed to help you keep your financial planning on track, but that is not always the case. Knowing how to properly vet a planner will save you time, money and stress.
If your financial planner doesn't keep you up to date on your plan, that is a bad signal. Is your planner contacting you periodically? Is your investment profile updated annually? Those are basic requirements – your financial advisor should be on top of those things.