Does money stuff bore you?

Understanding the technical aspects of financial planning, financial products, financial markets, economic indicators and taxes, while part of financial literacy, is not where you start your financial education. If you are not interested in financial matters, or do not have the time to learn them, you do not need to know these things in order to be in control and realize financial success.

What do you need to know? What do you have? When does it need your attention? How are you going to monitor it? Why do you have it? Where will you monitor it? When and how will you get rid of it? And remember to relate all the information you get back to your personal values and goals. These types of questions will be more valuable than trying to cram the technical knowledge of your advisor into a short education on the product