It can be a good thing to disagree with your financial adviser occasionally. After all, if you’re active in managing your financial life, rather than handing it all over to a pro, you’re sure to have your own views. And once you’ve worked through a disagreement, it can bring clarity to both of you.
Still, dealing with a difference in opinion or approach can be uncomfortable. How do you know who is right, or how to move forward? Use these guidelines to navigate a disagreement — and to decide whether your adviser is still a good fit for you.
