To be an effective partner, we need to know you and your goals. It all starts with a conversation — about you, your family, your future and your goals in life.
At our initial consultation, we'll discuss your financial goals and any concerns you may have regarding your plan and benefits. Our financial planner will work closely with you to understand your current situation, show you how to set realistic goals and then work out the steps you need to take to achieve them.
This meeting is at our expense and there is no commitment on your part to proceed any further.
- Building a relationship of trust with your advisor is key to helping you achieve your financial goals and dreams.
- Be prepared for your first meeting — and ask lots of questions.
- Expect a candid, casual conversation in your initial meeting — it's important to take the time to get to know each other.
Preparing for Your First Meeting.
Your financial advisor will want to know you as a person — not just as a client.
Your first meeting with your Financial Advisor marks the beginning of an important professional relationship. Just as you trust your doctor with your health and your mechanic with your car, you'll be entrusting your Financial Advisor with something of great value too — your financial goals and dreams.
Meeting with a Financial Advisor for the first time, you can expect a friendly, casual conversation — you're just getting to know each other. There's no obligation, no pressure, no judgment — and no fee for your first meeting. You should be candid about your level of investing experience, overall financial situation, and financial goals. You should also feel comfortable to ask as many questions as you'd like.
To prepare, you'll need to think about what you want to achieve, such as your short-term and long-term goals, the kind of lifestyle you want now and in the future, and what you want to change.
In advance of the meeting, your Financial Advisor should send you a checklist of items to bring along, including your ID and select financial documentation. That said, your Financial Advisor will have a deep respect for your privacy and personal information and honor your confidentiality. Personal information can be shared whenever you feel you are ready.
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Questions to think about in advance of the meeting.
It is a good idea to make up a list that contains the financial goals that you wish to have — just so you don’t forget anything during your meeting.