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How Often Should You See Your Financial Planner?

by Chris Cooper, Financial Planning Expert
March 09, 2018

Question: How often would I need to see my financial planner? 

Answer: Yearly is generally enough, any more often than that means your financial planner wants to sell you stuff (and you should NEVER consult such a financial planner as he/she is NOT a fiduciary).

Chris Cooper is the owner and founder of Chris Cooper & Company, Inc., a fee-only financial planning firm for elderly persons and the owner and founder of ElderCare Advocates, Inc. a private geriatric care management and long term care consulting firm. As a California Licensed Professional Fiduciary, Chris can serve as  Conservator of the Person and Estate under court appointment,  as Agent under a Durable Power of Attorney for Financial matters and Health Care matters.

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