Plus, how to get more face time with your advisor.
Having a financial planner means managing a relationship with someone who holds the very important keys to your proverbial castle. From managing budgets and investments to insurance and tax strategies, it’s important to keep tabs on your financial adviser — within reason. But how often should you be chatting with them?
Bottom line: This frequency doesn’t have to be a constant from year to year, and can shift depending on your current stage of life. “There are years you talk to your adviser every month, and there are years when a single check-in is completely appropriate. I think 2-3 times a year is a good average,” says Jen Grant, a financial planner at Perryman Financial Advisory.
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