How to Prepare for the First Meeting
As you might expect, the initial meeting between you and your financial advisor is highly informational in nature. You will likely discuss your financial goals, both short- and long-term, so your financial advisor can get a sense of what your priorities are. You can also expect to discuss a wide range of other topics, so, to make this meeting as productive as possible, it may be helpful to obtain the following documents in case you need to refer to them.
- Tax return from previous year
- W-2 from previous year
- Current bank statement
- Current pay stub with 401(k) information
- Other retirement information (IRAs, annuities, etc.)
- Insurance documentation
- Loan information (college loans, car loans, mortgage, etc.)
- Revolving debt information (all credit card statements)
- Investment information (stocks, bonds, etc.)
- Estate planning documentation (will, etc.)
Our client relationships mirror our long-term investment philosophy in many ways. And though it may feel strange to discuss your finances with someone new, remember, the initial meeting is only the beginning. This face-to-face discussion is just the starting point to a lifelong relationship with your financial advisor, and one that can help you reach your financial goals.
