These 7 questions are designed to spark conversations that go beyond performance metrics. They touch on what matters most: your goals, values, relationships, and readiness for life’s curveballs. Whether you’re working with an advisor today or considering a new one, this checklist can help clarify whether your plan is actually built around you.

If these questions aren’t part of the conversation, it may be time for a second look. We’re always here when you’re ready to climb higher.