Talking to a financial planner can feel like opening up your entire life. You want to be honest, but some things are better left unsaid. Why? Because the wrong words can lead to bad advice, missed opportunities, or even a strained relationship. Your financial planner is there to help, but they’re not mind readers. What you say shapes the advice you get. If you want the best results, you need to know what not to say. Here are nine things you should never tell a financial planner—and what to do instead.
