I mentioned in my post a couple of days ago that if you are fortunate enough to meet with a financial adviser then be prepared to answer a number of questions. This can be quite difficult for some people. A large number of us for some reason don't like talking about money and financial planning. When I was growing up it was very rare for my family to talk about it. For some families the whole idea of making money and investments is a vulgar concept and talking about it is just not a dinner table topic.
My request to you is when you meet with a financial adviser please be open with him or her. I have been in a few meetings where the client does not want to tell me anything and is only interested in "What have you've got?" This is all very well but they have given me no information at all and I can't do anything. Imagine walking into a doctor's office and the doctor asking what is wrong with you and you saying, "just give me some antibiotics." Financial advisers are there to help you. If you have given them some of your precious time then you must have some interest in what they can do for you and how you can work together, so help yourself. You don't have to tell the financial adviser everything like what you had for breakfast this morning but obviously the more information you can give the better advise you can receive.
Go into the initial meeting with an open attitude and who knows you may be pleasantly surprised. Go into the meeting with a closed, arms crossed attitude and you wasting the adviser's time and even worse you are wasting your own time.
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