Advisor Team Level II: Score 4-6
You don't know exactly who you should be working with, but you have worked with advisors to get some help. You had an attorney draft basic legal documents a few years ago, and you don't know when you need to talk to them again. You have a CPA who files your taxes, but otherwise you don't communicate. You talk to your money manager once or twice a year, but you don't understand anything, and they often use industry jargon that confuses you. A local insurance agent helped you buy several different policies, but you're not sure how they coordinate with your needs.