Questions for Your Financial Advisor. It’s important to meet with your financial advisor annually to ensure everything is on track. Here are some key questions to ask. 1) How have my portfolio and net worth performed? Ask about performance and influencing factors. 2) Are all of my goals still on track? If not, get an explanation and plan to address this. 3) Do I need to make any changes to my plan? Share any life or goal changes. 4) Is my plan making the most of tax strategies? 5) What should I concentrate on in the coming year? Get a clear plan of action.