In continuing on in the six-part series on financial planning, part three addresses the review of one’s portfolio—what you should expect from your financial advisor as he/she goes over it with you—and what you should have prepared and ready in the way of paperwork prior to a meeting with them.

A quick review: The first installments in this series covered questions you should come to expect your financial advisor to ask you when taking you on as a client in order to become familiar with your financial situation. In the second segment, I discussed what questions you may want to answer as you go about planning for retirement.