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Forbes

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Jul 01, 2020
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Most people who consult a financial advisor for the first time know they’ll need to discuss their targeted retirement date. But this isn’t the only piece of information your advisor needs—the better they know you, your finances and your goals the better they’ll be able to help you develop a sustainable plan for your future.

As successful finance leaders, the members of Forbes Finance Council understand what information a financial advisor needs to help a client reach their goals. Here, they share 13 pieces of information you should share when meeting with your financial advisor.
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