06/05/2026
Your parents have a financial advisor? And you have questions? Because they haven't talked to you about anything?
You can still ask questions to learn more.
Ask them questions.
As your own advisor questions.
Not to take over. But just to understand that someday you may be the person helping.
Questions like:
What should I know?
Do they know where all the important documents are?
Do I know who to call?
Have beneficiaries been updated?
That’s not being intrusive.
That’s being thoughtful.
I have a financial family meeting agenda that may help get the conversations started here https://www.empowerwealth.net/family-meeting-agenda