Does your advisor only meet once a year? Are they difficult to reach? Does your financial plan feel superficial? Are they aligned with your life goals? Here’s why you might want to get a second opinion from a new financial advisor.

Starting a relationship with a financial advisor is like dating— you should find someone whose personality, approach, and communication style resonates with you. Here’s what you can typically expect in the first 30 days…and beyond.

Is your financial advisor still the right fit? Learn how to identify if your relationship has gone stale.