Even if you are working with an advisor, it may be a good idea to have another financial professional look at your plan. A second opinion may confirm that you are on the right track or it may uncover areas or concerns that haven’t been addressed.
A second opinion may be a good fit for you if:
- You are not sure whether your current plan will meet your financial goals
- Your financial goals and objectives have changed since you began the planning process
- You lack clear and consistent communication with your current advisor
