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These three factors will change the amount of time you’ll want to spend with your financial advisor.  ",[857],{"type":129,"attrs":858},{"color":12},{"type":18,"content":860},[861],{"text":862,"type":22,"marks":863},"Some people like to consult with their financial advisor frequently and have shorter meetings. It’s not uncommon to take a ​​10- or 20-minute meeting with your financial advisor for an issue you have come up. It’s also normal to only have one meeting per year.  ",[864],{"type":129,"attrs":865},{"color":12},{"type":18,"content":867},[868,873,882],{"text":869,"type":22,"marks":870},"According to research conducted by ",[871],{"type":129,"attrs":872},{"color":12},{"text":874,"type":22,"marks":875},"Morningstar",[876,879,881],{"type":31,"attrs":877},{"href":878,"uuid":34,"anchor":34,"target":849,"linktype":36},"https://www.morningstar.com/financial-advisors/how-often-do-you-really-need-meet-with-your-clients",{"type":129,"attrs":880},{"color":12},{"type":853},{"text":883,"type":22,"marks":884},", client satisfaction was higher for those who met with their financial advisor quarterly. This might suggest that meeting quarterly with your financial advisor could make you feel more confident about the plan you put in place for your finances. ",[885],{"type":129,"attrs":886},{"color":12},{"type":764,"attrs":888,"content":889},{"level":766},[890,895],{"text":891,"type":22,"marks":892},"What is the minimum amount you should meet with your financial advisor?",[893],{"type":129,"attrs":894},{"color":12},{"text":831,"type":22,"marks":896},[897],{"type":129,"attrs":898},{"color":835},{"type":18,"content":900},[901],{"text":902,"type":22,"marks":903},"At a minimum, it is recommended that you meet with your financial advisor at least once a year.  ",[904],{"type":129,"attrs":905},{"color":12},{"type":18,"content":907},[908,913,922],{"text":909,"type":22,"marks":910},"This is an appropriate time to review your financial plan, ",[911],{"type":129,"attrs":912},{"color":12},{"text":914,"type":22,"marks":915},"investment strategy",[916,919,921],{"type":31,"attrs":917},{"href":918,"uuid":34,"anchor":34,"target":849,"linktype":36},"https://www.unbiased.com/discover/investing/investment-strategy",{"type":129,"attrs":920},{"color":12},{"type":853},{"text":923,"type":22,"marks":924},", and address any changes you see coming.  ",[925],{"type":129,"attrs":926},{"color":12},{"type":18,"content":928},[929],{"text":930,"type":22,"marks":931},"During this meeting, you’ll review the performance of investments, see if there are any holes that need to be addressed, and make adjustments as needed.   ",[932],{"type":129,"attrs":933},{"color":12},{"type":764,"attrs":935,"content":936},{"level":766},[937,942],{"text":938,"type":22,"marks":939},"When is the best time to meet with your financial advisor? ",[940],{"type":129,"attrs":941},{"color":12},{"text":831,"type":22,"marks":943},[944],{"type":129,"attrs":945},{"color":835},{"type":18,"content":947},[948],{"text":949,"type":22,"marks":950},"One of the best times to meet with your financial advisor is when you’re experiencing a ​​life change. 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For example, a first quarter review can help you plan for the year. A fourth quarter review can help you with tax planning strategies. ",[1038],{"type":129,"attrs":1039},{"color":12},{"type":18,"content":1041},[1042],{"text":1043,"type":22,"marks":1044},"It’s also common for clients to call advisors when there’s uncertainty and turbulence in the market. You might like the reassurance and knowledge they can provide when you’re worried about external factors.  ",[1045],{"type":129,"attrs":1046},{"color":12},{"type":18,"content":1048},[1049,1054,1068],{"text":1050,"type":22,"marks":1051},"If you have ",[1052],{"type":129,"attrs":1053},{"color":12},{"text":1055,"type":22,"marks":1056},"a good financial advisor",[1057,1066],{"type":31,"attrs":1058},{"href":1059,"uuid":1060,"anchor":34,"target":35,"linktype":74,"story":1061},"/discover/financial-advice/what-makes-a-good-financial-advisor","e1c57f00-663f-4f91-bc0d-92719b54f586",{"name":1062,"id":1063,"uuid":1060,"slug":1064,"url":1065,"full_slug":1065,"_stopResolving":558},"What makes a good financial advisor",680287840,"what-makes-a-good-financial-advisor","discover/financial-advice/what-makes-a-good-financial-advisor",{"type":129,"attrs":1067},{"color":12},{"text":1069,"type":22,"marks":1070},", they probably already have a plan in place for when you’ll meet to review your finances.  ",[1071],{"type":129,"attrs":1072},{"color":12},{"type":764,"attrs":1074,"content":1075},{"level":766},[1076,1081],{"text":1077,"type":22,"marks":1078},"How can you increase or decrease your meetings with your financial advisor?",[1079],{"type":129,"attrs":1080},{"color":12},{"text":831,"type":22,"marks":1082},[1083],{"type":129,"attrs":1084},{"color":835},{"type":18,"content":1086},[1087],{"text":1088,"type":22,"marks":1089},"If you want more meetings with your financial advisor, request them. Keep communication open, especially if you have specific questions.  ",[1090],{"type":129,"attrs":1091},{"color":12},{"type":18,"content":1093},[1094],{"text":1095,"type":22,"marks":1096},"Cost is a consideration if you want to meet with your financial advisor. If you’re paying under the AUM model, you can likely meet with your financial advisor at your request. They are getting a percentage of your assets to work for you.  ",[1097],{"type":129,"attrs":1098},{"color":12},{"type":18,"content":1100},[1101,1106,1115],{"text":1102,"type":22,"marks":1103},"If you’re paying on a ",[1104],{"type":129,"attrs":1105},{"color":12},{"text":1107,"type":22,"marks":1108},"fee-only model",[1109,1112,1114],{"type":31,"attrs":1110},{"href":1111,"uuid":34,"anchor":34,"target":849,"linktype":36},"https://www.unbiased.com/discover/financial-advice/fee-only-financial-advisor",{"type":129,"attrs":1113},{"color":12},{"type":853},{"text":1116,"type":22,"marks":1117},", such as an hourly rate or for a specific service, you’ll be charged that rate each time you meet with them.  ",[1118],{"type":129,"attrs":1119},{"color":12},{"type":18,"content":1121},[1122],{"text":1123,"type":22,"marks":1124},"You may want to review the contract with your financial advisor, as it will outline what is included in the service you requested. You may have already paid for follow-up appointments. ",[1125],{"type":129,"attrs":1126},{"color":12},{"type":18,"content":1128},[1129],{"text":1130,"type":22,"marks":1131},"Be mindful of financial advisors who make money via commissions. They’ll give free advice, but are going to steer you in the direction of a financial product they sell.  ",[1132],{"type":129,"attrs":1133},{"color":12},{"type":764,"attrs":1135,"content":1136},{"level":766},[1137,1142],{"text":1138,"type":22,"marks":1139},"How to make the most of meetings with your financial advisor",[1140],{"type":129,"attrs":1141},{"color":12},{"text":831,"type":22,"marks":1143},[1144],{"type":129,"attrs":1145},{"color":835},{"type":18,"content":1147},[1148,1153,1162],{"text":1149,"type":22,"marks":1150},"Solid preparation on the part of both you and your advisor will help ",[1151],{"type":129,"attrs":1152},{"color":12},{"text":1154,"type":22,"marks":1155},"meetings with your financial advisor",[1156,1159,1161],{"type":31,"attrs":1157},{"href":1158,"uuid":34,"anchor":34,"target":849,"linktype":36},"https://www.unbiased.com/discover/financial-advice/your-first-meeting-with-a-financial-advisor",{"type":129,"attrs":1160},{"color":12},{"type":853},{"text":1163,"type":22,"marks":1164}," be more productive. ",[1165],{"type":129,"attrs":1166},{"color":12},{"type":764,"attrs":1168,"content":1170},{"level":1169},3,[1171],{"text":1172,"type":22,"marks":1173},"Send information in advance of the meeting ",[1174],{"type":129,"attrs":1175},{"color":12},{"type":18,"content":1177},[1178],{"text":1179,"type":22,"marks":1180},"Before your meeting, your advisor may request information from you.  ",[1181],{"type":129,"attrs":1182},{"color":12},{"type":18,"content":1184},[1185],{"text":1186,"type":22,"marks":1187},"Send in paperwork in advance, such as pay stubs, account statements, your will, insurance information, or anything else the advisor requested. Your financial advisor will want to review this information ahead of time so they can be prepared for your meeting.  ",[1188],{"type":129,"attrs":1189},{"color":12},{"type":764,"attrs":1191,"content":1192},{"level":1169},[1193],{"text":1194,"type":22,"marks":1195},"Prepare for the meeting ",[1196],{"type":129,"attrs":1197},{"color":12},{"type":18,"content":1199},[1200],{"text":1201,"type":22,"marks":1202},"The more you know about your finances and possible options, the more effective it will be. Some steps you may want to take to prepare for your meeting include:  ",[1203],{"type":129,"attrs":1204},{"color":12},{"type":774,"content":1206},[1207,1216,1225,1234,1243],{"type":777,"content":1208},[1209],{"type":18,"content":1210},[1211],{"text":1212,"type":22,"marks":1213},"Research. You’ll find some useful information online that'll help you prepare questions to ask your advisor during your meeting. However, you may not see the full picture when looking for information online, so be sure to get your advisor’s take before making any decisions. ",[1214],{"type":129,"attrs":1215},{"color":12},{"type":777,"content":1217},[1218],{"type":18,"content":1219},[1220],{"text":1221,"type":22,"marks":1222},"Write down questions as they come up in your life. You might like saving them in a note on your phone. Be sure to bring them to the meeting.  ",[1223],{"type":129,"attrs":1224},{"color":12},{"type":777,"content":1226},[1227],{"type":18,"content":1228},[1229],{"text":1230,"type":22,"marks":1231},"Update budgeting software and spreadsheets. The more accurate your information is, the more effective your meeting can be. ",[1232],{"type":129,"attrs":1233},{"color":12},{"type":777,"content":1235},[1236],{"type":18,"content":1237},[1238],{"text":1239,"type":22,"marks":1240},"Locate important documents. Find legal paperwork, account statements, investment information, etc. ",[1241],{"type":129,"attrs":1242},{"color":12},{"type":777,"content":1244},[1245],{"type":18,"content":1246},[1247],{"text":1248,"type":22,"marks":1249},"Communicate with your advisor. Let them know what questions you want to address during the meeting. If the scope becomes too broad or your issue needs a lot of attention, you may need to set up another meeting.  ",[1250],{"type":129,"attrs":1251},{"color":12},{"type":18,"content":1253},[1254],{"text":1255,"type":22,"marks":1256},"During the meeting, take notes, especially on action items you need to complete.  ",[1257],{"type":129,"attrs":1258},{"color":12},{"type":764,"attrs":1260,"content":1261},{"level":1169},[1262],{"text":1263,"type":22,"marks":1264},"Follow up with your financial advisor ",[1265],{"type":129,"attrs":1266},{"color":12},{"type":18,"content":1268},[1269],{"text":1270,"type":22,"marks":1271},"After your meeting, be sure to follow through on your part.  ",[1272],{"type":129,"attrs":1273},{"color":12},{"type":18,"content":1275},[1276],{"text":1277,"type":22,"marks":1278},"You might be working with a fee-only advisor, and it’ll be up to you to implement the advice. If you pay an AUM fee and your financial advisor takes care of everything, you’ll likely still have action items to complete.  ",[1279],{"type":129,"attrs":1280},{"color":12},{"type":764,"attrs":1282,"content":1283},{"level":766},[1284],{"text":1285,"type":22,"marks":1286},"Get expert financial advice ",[1287],{"type":129,"attrs":1288},{"color":12},{"type":18,"content":1290},[1291],{"text":1292,"type":22,"marks":1293},"Meeting with a financial advisor can help keep your financial plan in place. You’ll find time to adjust as needed and ask questions as you arrive at new financial challenges and milestones.  ",[1294],{"type":129,"attrs":1295},{"color":12},{"type":18,"content":1297},[1298],{"text":1299,"type":22,"marks":1300},"When you need to meet with a financial advisor, Unbiased can connect you with a qualified financial advisor ready to answer your questions. With everything life throws at you, it’s helpful to have someone in your corner.  ",[1301],{"type":129,"attrs":1302},{"color":12},"article-rich-text",[1305],{"_uid":1306,"image":1307,"title":1312,"subtitle":12,"component":1326,"breadcrumbs":558},"7258534c-6542-4ae2-bfde-cd263bf80204",{"id":1308,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1309,"copyright":12,"fieldtype":1310,"meta_data":1311,"is_external_url":543},22764279,"https://a.storyblok.com/f/185166/3837x2561/826ab35bc9/how-often-should-you-meet-with-your-financial-advisor.webp","asset",{},{"type":15,"content":1313},[1314],{"type":18,"content":1315},[1316,1318,1324],{"text":1317,"type":22},"How often should you ",{"text":1319,"type":22,"marks":1320},"meet with your financial advisor",[1321],{"type":25,"attrs":1322},{"class":1323},"primary-gradient",{"text":1325,"type":22},"?  ","app-hero",{"name":1328,"created_at":1329,"published_at":1330,"updated_at":1331,"id":1332,"uuid":1333,"content":1334,"slug":1345,"full_slug":1346,"sort_by_date":34,"position":1347,"tag_list":1348,"is_startpage":543,"parent_id":1349,"meta_data":34,"group_id":1350,"first_published_at":1351,"release_id":34,"lang":730,"path":34,"alternates":1352,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Alene Laney","2025-01-10T11:20:16.824Z","2025-07-31T11:31:28.400Z","2025-07-31T11:31:28.412Z",607140568,"fa11c784-d733-4cc0-a8ec-90a90154b805",{"job":1335,"_uid":1336,"name":1328,"image":1337,"component":1341,"education":1342,"expertise":1343,"description":1344},"Content Writer","a6e3129c-eeee-4438-8204-797883981521",{"id":1338,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1339,"copyright":12,"fieldtype":1310,"meta_data":1340,"is_external_url":543},19801386,"https://a.storyblok.com/f/185166/1986x1986/48279a1e44/alene-laney.jpg",{},"article-author","University of Utah, BA in English Literature & History ","Laney has more than 10 years of experience in media, including newsprint, public relations, marketing, and SEO content writing. \nHer work has been featured in national publications such as The Wall Street Journal, Fox Business, SoFi, Credible, and others.","Alene Laney is an award-winning journalist for Unbiased, where she breaks down financial topics related to retirement, investing, and banking. \n\nShe specializes in helping readers make the best decisions for their money with long-form content for brands and consumer publications.","alene-laney","authors/alene-laney",-20,[],224651374,"e2751bd8-55e4-46e9-94e4-ccce2929794c","2025-01-10T11:21:18.666Z",[],[1354],{"_uid":1355,"body":1356,"title":1377,"component":1378},"628318e0-01e9-4c44-8673-bc4675b4f2b9",[1357,1361,1365,1369,1373],{"_uid":1358,"href":1359,"text":1360,"component":542,"openInNewWindow":558},"841254f9-b19c-4946-becb-9d28885a1d0c","https://www.unbiased.com/discover/financial-advice/best-financial-advisor","Best financial advisor firms",{"_uid":1362,"href":1363,"text":1364,"component":542,"openInNewWindow":558},"bd5a247f-fd33-4880-bdab-127861a6092f","https://www.unbiased.com/discover/financial-advice/what-makes-a-good-financial-advisor","What makes a good financial advisor?",{"_uid":1366,"href":1367,"text":1368,"component":542,"openInNewWindow":558},"b911decd-ad4a-4685-9b2a-c5c1f754bec8","https://www.unbiased.com/discover/financial-advice/fidelity-financial-advisor-review","Fidelity financial advisor review",{"_uid":1370,"href":1371,"text":1372,"component":542,"openInNewWindow":558},"753fd752-1733-44fa-a74e-85a3f6541195","https://www.unbiased.com/discover/financial-advice/edward-jones-financial-advisor","Edward Jones financial advisor",{"_uid":1374,"href":1375,"text":1376,"component":542,"openInNewWindow":558},"f24f8883-5d5c-418d-b0ae-6fd7116791dd","https://www.unbiased.com/discover/financial-advice/wells-fargo-advisors-review","Wells Fargo Advisors review","Related articles","app-links-list",{"_uid":1380,"title":826,"plugin":1381,"og_image":12,"og_title":12,"description":1382,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"213f37b9-2a8c-4c07-9fd9-f24fb0276396","seo_metatags","Here’s a breakdown of how often you should meet with a financial advisor, what to expect, and how you can make the most of your meetings.","app-article",[],[],"If you get professional help for your finances, you might wonder how often you should meet. Here’s what to expect.   ",[],"how-often-should-you-meet-with-your-financial-advisor","discover/financial-advice/how-often-should-you-meet-with-your-financial-advisor",-4350,[],365590167,"54dfce38-5aac-4c83-9d8e-7b2affe6970b","2025-05-30T11:37:17.553Z",[],{"left":727,"top":727,"width":1397,"height":1397,"rotate":727,"vFlip":543,"hFlip":543,"body":1398},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",[1400,1403,1404],{"title":1401,"exact":558,"href":1402},"Home","https://www.unbiased.com",{"title":58,"exact":558,"to":72,"disabled":543},{"title":750,"exact":558,"to":1405,"disabled":558},"/discover/financial-advice/how-often-should-you-meet-with-your-financial-advisor",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":1407},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1777453532968]