DO I NEED AN ADVISOR? No, you’re not back in high school! This isn’t a test so take a deep breath and relax. These 18 questions are a guide to help you think about areas that are important to consider and understand regarding your financial situation. Take 2 minutes to answer them and see which areas might be beneficial for you to review in greater detail.Note: For illustrative purposes only. This is not intended to be a solicitation to sell a particular security.