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3 Questions to Ask Your Financial Advisor at Every Check-In

When you invite a financial advisor into your financial planning, it’s like inviting someone to step into your hopes and dreams. And at SageSpring Wealth Partners, we don’t take that lightly. Around here, we believe that trust is formed through relationships – that’s why regular check-ins with your advisor are so important. Not only do you get an in-depth look of your finances, but you also get the opportunity to talk through your goals for the future. And that’s a big deal.

At SageSpring, we put our clients first. We have your best interests in mind so you can breathe easy knowing we’ll walk with you every single step of the way. But we understand that it’s important for you to feel prepared for these check-ins as well. Here are some questions to keep in mind for your next meeting.

Questions to Ask Your Financial Advisor

Believe it or not, another financial quarter has almost come and gone. That means it’s time to check in with your advisor to see if your finances are still on the right track. A check-in may sound intimidating to you or it may sound like another thing on the to-do list. No matter how you feel about it, we want you to know that you’re in the right hands!

As you think about your next financial planning season, you might want to come with these few questions in mind:

ARE WE ON THE RIGHT TRACK?

This is a great question. Whether you’ve kept up with your advisor regularly or you’re just checking in once a quarter, you need to know that all of your financial planning is paying off! At SageSpring, your financial advisor will be able to answer this question in detail, giving you the full picture of your goals and if you’re on track to meet them. If you’re veering off track, your advisor will give you recommendations and work with you to make sure you get back on track.

IN LIGHT OF MY RECENT CHANGES, HOW SHOULD MY STRATEGY ADAPT? 

Maybe you had a job loss, another child went off to college, or a parent is needing full-time care. Life circumstances will always be a reason to adapt your financial planning strategy. No matter what you’re facing this year, we’re here to help. Bring up any new life changes and circumstances with your advisor and we’ll come up with a plan – together.

WHAT SHOULD I FOCUS ON THIS QUARTER? 

No matter what season you’re in, your financial strategy should always have a focus. Maybe you’re running full-speed ahead to meet your retirement goals. Maybe you’re wanting to double down on leaving a legacy for your grandchildren. No matter what your goal is, we can work together on a strategy to focus on what’s most important to you.

Remember: Your financial advisor is here for you. There are no bad questions… especially when it comes to your finances. At SageSpring, we want you to feel comfortable asking any question that comes to mind – nothing is off limits! As you think about your next quarter, please don’t hesitate to reach out.

And if you don’t have a financial planner on your team, it’s time to find one. Talk to a SageSpring advisor today. We can’t wait to work with you!

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Jeffrey Dobyns
Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring | Financial Advisor, RJFS 
615-861-6102

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Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

Jeff Dobyns is President and Founder of SageSpring Wealth Partners. Passionate about serving his clients, he strives to truly get to know them, understand their goals, and provide them with financial confidence before developing and executing ongoing, strategic financial plans. 

In order to meet the highest standards of professionalism and ethics in the industry, Jeff is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Life Underwriter, a Chartered Financial Consultant, and a participant of the Dave Ramsey SmartVestor referral service program.

Jeff has held executive positions with financial planning firms for more than two decades. He served as VP of Investments of Lykins Financial Group CPAs before founding SageSpring in 2002. Jeff has been recognized for his unwavering commitment to his clients, and as a leader among Raymond James financial advisors, earning membership in Raymond James Chairman’s Council every year since 2008.

Jeff devotes considerable time and resources to a number of causes. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. He is on the advisory board of The Signatry of Middle Tennessee, which works with families to increase their charitable giving to their favorite causes, as well as the advisory board for Halftime Institute of Nashville, an organization that coaches marketplace leaders to discern and engage in their life purpose. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. He is a past board member of Porter’s Call, a Nashville charity that provides free counseling for musicians and their families, and the Martha O’Bryan Center, which empowers those in poverty to transform their lives through work, education, employment, and fellowship.

Jeff and his wife, Amy, are grateful to be raising their four children, Gracyn, Hunter, and twins Tanner and Logan at Christ Presbyterian Academy. Jeff enjoys being outdoors with his family- boating, hiking, skiing, hunting and fishing.

Ramsey Solution’s relationship and agreement is between SageSpring Wealth Partners only. Raymond James Financial Services, Inc. is not affiliated with the solicitor arrangement between Ramsey Solutions and SageSpring Wealth Partners.

Membership is based on prior fiscal year production. Re-qualification is required annually.  The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.