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 | Have A Question About This Topic? Address Thank you! Oops! Related Contents Surprises Making the most of surprises is a great reason to work with us. Changing Unhealthy Behaviors Five phases to changing unhealthy behaviors. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.