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HOW TO PREPARE FOR YOUR FIRST MEETING
For your first meeting with us, whether a video call or face-to-face, 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, what to do with your vested RSU's, what your retirement number is and how to get there, appropriate distributions in retirement, estate planning, etc.)
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- Estimated summary of accounts and types of accounts
The things that are most important 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. After a live demo of specific solutions and strategies, you will have the information you need to decide if Convergent Financial Group is the right partner for you.
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