DH and I met with a financial advisor this evening. I've tried to wrap my head around the best strategies for investment and long-term savings, and I just don't know what to do. I've been a frequent and regular lurker on the Money Matters board for three years now, so SOME of it has trickled in, but not enough.
So, have any of you worked with one before? Any idea on what to expect? We have a "homework assignment" to fill out a booklet on our total financial picture and meet again in two weeks.