How should you prep for before you have that first meeting with your financial advisor?

 And I don't mean preparing statements or things of that sort.

I'm talking about the interview process.

What are the things that you should be asking that person?

I have a little strategy that you can do for yourself to make the process easy.

Something most financial advisors are probably not going to talk to you about, but we are pulling back the curtain as we work towards your financial goals in 2022.

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Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.