PREPARING FOR YOUR FIRST ADVISORY CONVERSATION
Preparing for your first advisory conversation helps you make the most of our time together and ensures we understand your financial priorities from the start.
Whether a video call or face-to-face meeting, there is very little prep work you need to do. We suggest that you be prepared to discuss what you're looking for and your finances in general terms. Please give consideration to the following: ​
​- Areas of concern, such as investment management, retirement planning, or tax complexity
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- Money-related goals like funding retirement, legacy giving, or wealth preservation
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- Areas of conflict, such as spending, saving, or misaligned goals
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- Type of advice you're seeking (maximizing investments, protecting wealth, advanced risk management, what to do with your vested RSUs or old 401(k), tax mitigation, appropriate distributions in retirement, estate planning, etc.)
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- Estimated summary of accounts and types of accounts
What matters most to you will set the foundation of the conversation. ​We will do a lot of listening, which will help us determine the potential solutions to share with you, and answer your questions. Our goal is not to sell you on our services. Our goal is to make sure that you have the information you need to decide if we are the right partner for you.