It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial advisor about changes in your situation. Share | Related Content Coaches Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. Countdown to College Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.