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What to Expect From a First Meeting with a Financial Advisor

There comes a point in time when we reach an inflection point. Perhaps it’s a milestone birthday, a new baby in the house, an empty house when the last child goes to college, a divorce, remarriage, or even the passing of a beloved family member or cherished friend that spurs the realization that having professional financial advice would be valuable.

However, many people do not take the next logical step for a variety of reasons:

  • They do not know how to find a competent and capable advisor.
  • They are afraid they have waited too long to start financial planning.
  • They are embarrassed because they do not understand financial terminology.

These fears are valid. Fortunately, because they are also common, financial advisors will work hard to make you feel comfortable from the first meeting. The initial meeting is truly a conversation to determine if you have compatibility with the advisor and for the advisor to have a clear understanding where you are today and where you want to go financially.

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