like with many relationships your relationship with your financial adviser might not be working but how do you know it’s time to head for the hills we asked certified financial planners and finance experts the things to consider before firing your current financial adviser and hiring a new one this tool can help you get matched with a planner who meets your needs you’re not that comfortable sharing personal details with them “your adviser should be someone who you’re comfortable sharing your financial goals with and count on to act in your best interest” tiffany lambalfour investing spokesperson at nerdwallet says and money is often tied up in emotional things that can be hard to talk about maybe you want to save for infertility treatments or worry you can’t pay for a funeral or a home health aid— so it’s essential you can share those kinds of things with confidence with your financial adviser there are conflicts of interest when you first hired the adviser did you get into how they were paid if not do it now and look out for an adviser who isn’t incentivized to work in your best interest “if you feel like your advisor has conflicts of interest that they are not providing advice and recommendations in your best interest or that you don’t have a strong partnership together you might consider seeking an adviser that better fulfills your needs” says amy richardson certified financial planner with schwab intelligent portfolios premium this guide questions 3 5 will help you understand how your adviser is being paid “communication is a primary reason people look for a new adviser” says certified financial planner jen grant of perryman financial advisory if you’re not getting a return phone call or email response consider it a red flag “if the only time you hear from your adviser is when they have something new to sell you this is also a red flag” says grant this tool can help you get matched with a planner who meets your needs you’re not getting the results you need when your financial adviser stops delivering on the goals you set together it’s time to look for someone new experts say but before you ditch them make sure you’re not punishing them for an overall market downturn that everyone is suffering from or something out of their control financial advisers aren’t fortunetellers and in a down market it’s unlikely they’ll always be up “if your phone rings you see it’s your financial adviser and you cringe then you know it’s time to move on” says grace yung managing director and wealth manager at midtown financial group “like any other relationship you need to work with someone who you click with who you know gets you” says yung “and if you never hear from your adviser you don’t feel comfortable reaching out your adviser doesn’t listen to you or you’re not getting helpful advice you could likely find a better adviser elsewhere” says lambalfour  they don’t help you sleep better at night money keeps people up at night and it’s your adviser’s job to help soothe your fears and get you on the right financial track “if your adviser doesn’t help you sleep better at night they may not be the right fit for you” says grant “they should also be able to interact with you on a human level listen to you and help you reach your goals” says grant this tool can help you get matched with a planner who meets your needs