Initial Meeting

An initial meeting is a great chance to ask questions and tell us a little bit about your financial goals and what you really want your investments to help you achieve in life.

Here are a few things to consider that will help you get the most out of our first meeting.

What to Think About

How comfortable are you with your current financial situation? Is there anything you’d like to change?

What financial goals are most important to you? What are you hoping to accomplish with your investments in the next few years? In 10 years? In 25 years?

Are you planning for your retirement? What concerns do you have about being able to retire when you want?

What would you like to do after you retire? Where do you want to live? Is there something you’ve always dreamed of doing?

How involved do you like to be with investment planning? How much risk are you comfortable with?

What to Ask Us

Why did you decide to become a financial advisor and how long have you been one?

What is your fee structure?

What do you like most about your job? What do you enjoy doing outside of work?

How do you typically work with clients? How often do we meet? What can I expect from you?

What can you tell me about clients you’ve helped?

Investor Friendly Resources

You can also find other useful guides to help you in choosing a financial advisor here:

napfa.org
cfp.net
fpanet.org
sec.gov