1
Have My Goals or Life Situation Changed?
Have I gotten married, had a baby, changed jobs, bought a house, or had any other big changes? How should my plan be updated?
Top 10 Questions to Ask Before Your Next Financial Review
Bring This List With You
Questions to Ask at Your Financial ReviewTen Prompts for a Clear Meeting
A good financial review can help you feel confident about your money and your future. Asking the right questions can make the meeting more useful and give you clearer answers. Copy this list and bring it with you to your next review — or to a complimentary VirtualWealth session.
The Ten Questions
2
Am I on Track to Reach My Goals?
Am I saving enough for retirement, a house, my children’s education, or other dreams? What do the numbers show?
3
Is My Investment Mix Still Right for Me?
Does my mix of stocks, bonds, and cash still match how much risk I’m comfortable with? Should we make any changes?
4
Am I Paying Too Much in Taxes?
Are there simple ways to save on taxes now or in the future? What should I do differently this year?
5
Do I Have Enough Protection If Something Goes Wrong?
Is my emergency fund enough? Do I have the right insurance (life, health, disability, home)? Is my will and estate plan up to date?
6
How Are My Retirement Savings Doing?
Am I saving enough for retirement? Should I increase my contributions or make any catch-up payments?
7
What Fees Am I Paying?
How much am I paying in fees, and are they reasonable? Is the value I’m getting worth the cost?
8
What Should I Focus On Between Now and the Next Review?
What are the most important things I should do in the next 6–12 months?
9
How Is the Economy or Market Affecting My Plan?
Should we make any adjustments because of interest rates, inflation, or market changes?
10
What’s My Next Step?
What exactly should I do after this meeting to stay on track?
Simple Tips to Prepare
- • Bring your latest bank, investment, and retirement statements.
- • Think about any major changes in your life or worries you have about money.
- • Write down your own questions as well.
Remember
This is your money and your future. Don’t be afraid to ask anything — even if it feels basic. A good advisor wants you to understand everything clearly. We go at your pace and leave no question unanswered.
Frequently Asked Questions
Bring your latest bank, investment, and retirement statements. Think about any major life changes or money worries, and write down your own questions in addition to the list on this page.
Sessions typically take about 45 minutes. We go at your pace, with no obligation.
Yes. A complimentary VirtualWealth session is available with no pressure and no obligation. The goal is clarity on the questions that matter most to you.
Ready for a Clear Financial Review?
Book a complimentary VirtualWealth session. We’ll walk through the questions that matter most to you — no pressure, no obligation, just clarity.
Takes about 45 minutes · We’ll go at your pace · No obligation
Prefer to talk or text first?
Office: 631-389-2358 · Text / Cell: 631-904-0901
Email: admin@atlasbenefitsadvisor.com
410 Motor Parkway, 2nd Floor, Hauppauge, NY 11788
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This page provides general educational information. It is not personalized advice, a recommendation, or a guarantee of any specific outcome. Consult a qualified professional before making financial decisions.