5 Ways Your Financial Adviser Should Hold You Accountable

Clients often equate wealth management with providing investment advice, but investments are just one subset of a strong financial plan. The others -- risk management and tax planning -- are also integral to the achievement and preservation of wealth, but they are often treated as afterthoughts. Beyond managing your investments, your adviser should be an accountability partner for your financial fitness.

Here are five key ways you can expect your adviser to keep you in shape:

1. Remind you to take care of yourself first

Many of our clients, baby boomers in particular, find themselves "sandwiched" between aging parents with ongoing health care needs and grown children who are saddled with student debt. Meanwhile, retirement age approaches.

While hope