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What Can I Expect from Working with X to Manage My Portfolio? Hex 6.5 to 64

sicula888

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I have the opportunity to work with a highly credentialed financial advisor within a respected bank in my community. He was recommended by a friend who is his client and I have since learned that he has other connections with other respected people in our community. I had an initial virtual meeting that went well. He followed up with a recap of what we discussed and his recommendations for how to proceed with managing my financial portfolio and how to approach retirement. I asked Yi what I could expect from working with him and received Hex 6.5 to 4. Can anyone provide an interpretation? I was a bit surprised by the answer as there was no indication that there might be conflict. Hex 64 seems to be saying to take things slowly and cautiously. This is a big decision for me as it involves my long term financial health into retirement which is not that far off.
 

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