GO
Loading...

What you should be asking your financial advisor now

Five years after the global financial crisis of 2008 the U.S. economic recovery seems to many to be back on track. But what about you? Are your financial goals on track? What is the one thing you should ask your financial advisor right now to make sure you reach them?

Top advisors say you also need to stop avoiding what really scares you and realize the ball is in your court when it comes to mapping out your financial future.

Sharon Epperson sits down with a panel of financial advisors and delves into their playbooks.

(Read more: 10 ways to get your retirement plan back on track)

Contact Playbook

  • CNBC NEWSLETTERS

    Get the best of CNBC in your inbox

    › Learn More

Financial Advisor Council

  • Cathy Curtis, CNBC Financial Advisory Board

    Founder, owner, Curtis Financial Planning

  • Ric Edelman

    Ric Edelman is chairman and CEO of Edelman Financial Services, author, TV and radio host, and frequent speaker on personal finance.

  • President, CEO, Francis Financial

Latest Special Reports

  • From main street to the C-suite, this global survey examines the role of corporations in society and the economy.

  • Alibaba Group headquarters in Hangzhou, China

    In-depth coverage on Alibaba's IPO, including roadshow coverage, expert analysis, and Alibaba's stock price.

  • With more than 1,600 ETFs now on the market, learn more about how advisors and investors are profiting from the ETF boom.

Financial Advisors