How should I prepare for the first meeting?
Booking an initial meeting – even if you’ve worked with a financial advisor before – is a big first step, and usually, the hardest one in the journey. So give yourself credit that you’re here!
Now you’re probably wondering, “How do I prepare for this first meeting?” And more importantly, “Do I need to bring anything?” In the video above, Walkner Condon’s Mitch DeWitt, a Certified Financial Planner™ and one of our advisors, walks you through the topics you’ll cover and what to expect in an initial meeting with us.
Here are a couple of key items to keep in mind that Mitch covers in the video:
- You don’t need to bring or have access to all your financial statements for the initial meeting. We’re just looking to get a general sense of your financial foundation and the future you hope to build.
- Do bring a few general questions and financial goals with you, along with any concerns. Estate planning, asset allocation, and risk are among the most common concerns that surface in the initial meeting.
- If you don’t understand the intricacies of how financial advisory firms work, that’s okay! We’ll cover how we’re structured – and how that compares to other firms – our status as a fiduciary for all of our clients, and our philosophy.
- And, as a reminder, the introductory meeting has no cost or obligation. Our goal for this meeting is to determine if there’s a good fit.
We’re committed to being transparent and helping grow your financial knowledge, and we welcome any questions before, during, and after the introductory meeting. So don’t hesitate to reach out before the meeting, or stop us during it, if you’d like something explained or clarified. And, you can always send us an email at [email protected].